Kovitz Investment Group Partners
VVR icon

Kovitz Investment Group Partners’s Invesco Senior Income Trust VVR Stock Holding History

Kovitz Investment Group Partners’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
Q4 		– Sell
-40,915
Closed -$142K – 1320
2025
Q3 		$142K Sell
40,915
-7,595
-16% -$27.7K ﹤0.01% 1357
2025
Q2 		$184K Hold
48,510
– – ﹤0.01% 1288
2025
Q1 		$182K Hold
48,510
– – ﹤0.01% 1183
2024
Q4 		$192K Buy
+48,510
New +$191K ﹤0.01% 1174

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S4W
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LPL Financial
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Kovitz Investment Group Partners's VVR Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Invesco Senior Income Trust (VVR) in Q4 2025, closing a stake of 40,915 shares — an estimated $142K sold.

Kovitz Investment Group Partners first reported a position in VVR in Q4 2024 and held it in 4 quarters. The position peaked at $192K in Q4 2024. 144 funds tracked by Wall St. Rank hold VVR as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Invesco Senior Income Trust position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 40,915 Invesco Senior Income Trust shares in Q4 2025, an estimated $142K.
  • Kovitz Investment Group Partners first reported a position in Invesco Senior Income Trust in Q4 2024 and held it in 4 quarters.
  • Kovitz Investment Group Partners's Invesco Senior Income Trust position peaked at $192K in Q4 2024.
  • 144 funds tracked by Wall St. Rank held Invesco Senior Income Trust as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.