LA
VVR icon

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

Legacy 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
2025
Q1 		– Sell
-10,400
Closed -$41.1K – 469
2024
Q4 		$41.1K Hold
10,400
– – ﹤0.01% 409
2024
Q3 		$42.3K Hold
10,400
– – ﹤0.01% 377
2024
Q2 		$44.8K Hold
10,400
– – 0.01% 326
2024
Q1 		$44.5K Hold
10,400
– – 0.01% 313
2023
Q4 		$42.6K Buy
+10,400
New +$41.6K 0.01% 304

Other funds holding VVR

Morgan Stanley
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
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
Wells Fargo
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Legacy Advisors's VVR Position: Q1 2025 in Review

Legacy Advisors sold out of Invesco Senior Income Trust (VVR) in Q1 2025, closing a stake of 10,400 shares — an estimated $41.1K sold.

Legacy Advisors first reported a position in VVR in Q4 2023 and held it in 5 quarters. The position peaked at $44.8K in Q2 2024. 122 funds tracked by Wall St. Rank hold VVR as of Q1 2025.

  • Legacy Advisors reported no remaining Invesco Senior Income Trust position as of Q1 2025 after selling out during the quarter.
  • Legacy Advisors sold 10,400 Invesco Senior Income Trust shares in Q1 2025, an estimated $41.1K.
  • Legacy Advisors first reported a position in Invesco Senior Income Trust in Q4 2023 and held it in 5 quarters.
  • Legacy Advisors's Invesco Senior Income Trust position peaked at $44.8K in Q2 2024.
  • 122 funds tracked by Wall St. Rank held Invesco Senior Income Trust as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.