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Kovack Advisors’s Invesco Senior Income Trust VVR Stock Holding History

Kovack 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
2022
Q2 		– Sell
-2
Closed -$1K – 748
2022
Q1 		$1K Buy
+2
New +$9 ﹤0.01% 735

Other funds holding VVR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 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 $377B AUM 19.32% 1-Year Est. Return
AWA
Adapt Wealth Advisors Atlanta, Georgia $276M AUM 14.93% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kovack Advisors's VVR Position: Q2 2024 in Review

Kovack Advisors sold out of Invesco Senior Income Trust (VVR) in Q2 2024, closing a stake of 72,590 shares — an estimated $311K sold.

Kovack Advisors first reported a position in VVR in Q2 2013 and held it in 35 quarters. The position peaked at $531K in Q2 2022. 121 funds tracked by Wall St. Rank hold VVR as of Q2 2024.

  • Kovack Advisors reported no remaining Invesco Senior Income Trust position as of Q2 2024 after selling out during the quarter.
  • Kovack Advisors sold 72,590 Invesco Senior Income Trust shares in Q2 2024, an estimated $311K.
  • Kovack Advisors first reported a position in Invesco Senior Income Trust in Q2 2013 and held it in 35 quarters.
  • Kovack Advisors's Invesco Senior Income Trust position peaked at $531K in Q2 2022.
  • 121 funds tracked by Wall St. Rank held Invesco Senior Income Trust as of Q2 2024.

Based on Kovack Advisors's 13F filing for Q2 2024, filed 5 Aug 2024.