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Kingswood Wealth Advisors’s Invesco Senior Income Trust VVR Stock Holding History

Kingswood Wealth Advisors’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
2023
Q4 		– Sell
-18,216
Closed -$71.4K – 672
2023
Q3 		$71.4K Buy
+18,216
New +$70.7K 0.01% 402

Other funds holding VVR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OHA
Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Kingswood Wealth Advisors's VVR Position: Q4 2023 in Review

Kingswood Wealth Advisors sold out of Invesco Senior Income Trust (VVR) in Q4 2023, closing a stake of 18,216 shares — an estimated $71.4K sold.

Kingswood Wealth Advisors first reported a position in VVR in Q3 2023 and held it in 1 quarter. The position peaked at $71.4K in Q3 2023. 147 funds tracked by Wall St. Rank hold VVR as of Q4 2023.

  • Kingswood Wealth Advisors reported no remaining Invesco Senior Income Trust position as of Q4 2023 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 18,216 Invesco Senior Income Trust shares in Q4 2023, an estimated $71.4K.
  • Kingswood Wealth Advisors first reported a position in Invesco Senior Income Trust in Q3 2023 and held it in 1 quarter.
  • Kingswood Wealth Advisors's Invesco Senior Income Trust position peaked at $71.4K in Q3 2023.
  • 147 funds tracked by Wall St. Rank held Invesco Senior Income Trust as of Q4 2023.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.