KAS
VVR icon

Kestra Advisory Services’s Invesco Senior Income Trust VVR Stock Holding History

Kestra Advisory Services’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
2026
Q1 		– Sell
-7,553
Closed -$24.7K – 4377
2025
Q4 		$24.7K Buy
+7,553
New +$24.9K ﹤0.01% 4395
2021
Q4 		– Sell
-57,671
Closed -$257K – 2199
2021
Q3 		$257K Buy
57,671
+25
+0% +$109 ﹤0.01% 1799
2021
Q2 		$257K Buy
57,646
+24
+0% +$102 ﹤0.01% 1677
2021
Q1 		$242K Sell
57,622
-336
-0.6% -$1.39K ﹤0.01% 1600
2020
Q4 		$228K Buy
57,958
+1,518
+3% +$5.71K ﹤0.01% 1637
2020
Q3 		$207K Buy
+56,440
New +$201K ﹤0.01% 1283

Other funds holding VVR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
S4W
Solutions 4 Wealth Southlake, Texas $66.5M AUM 10.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return