Ken Fisher’s Invesco Senior Income Trust VVR Stock Holding History

Ken Fisher’s Portfolio VVR Stock Details VVR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-40,500	Closed	-$160K	–	1078
2024 Q4	$160K	Hold	40,500	–	–	﹤0.01%	959
2024 Q3	$165K	Hold	40,500	–	–	﹤0.01%	907
2024 Q2	$175K	Sell	40,500 -3,500	-8%	-$15K	﹤0.01%	959
2024 Q1	$188K	Buy	+44,000	New	+$183K	﹤0.01%	946

Other funds holding VVR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

S4W

Solutions 4 Wealth Southlake, Texas $77.5M AUM 17.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWA

Adapt Wealth Advisors Atlanta, Georgia $276M AUM 14.93% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ken Fisher's VVR Position: Q1 2025 in Review

Ken Fisher sold out of Invesco Senior Income Trust (VVR) in Q1 2025, closing a stake of 40,500 shares — an estimated $160K sold.

Ken Fisher first reported a position in VVR in Q1 2024 and held it in 4 quarters. The position peaked at $188K in Q1 2024. 122 funds tracked by Wall St. Rank hold VVR as of Q1 2025.

Ken Fisher reported no remaining Invesco Senior Income Trust position as of Q1 2025 after selling out during the quarter.
Ken Fisher sold 40,500 Invesco Senior Income Trust shares in Q1 2025, an estimated $160K.
Ken Fisher first reported a position in Invesco Senior Income Trust in Q1 2024 and held it in 4 quarters.
Ken Fisher's Invesco Senior Income Trust position peaked at $188K in Q1 2024.
122 funds tracked by Wall St. Rank held Invesco Senior Income Trust as of Q1 2025.

Based on Fisher Asset Management's 13F filing for Q1 2025, filed 14 May 2025.