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McGlone Suttner Wealth Management’s Invesco Senior Income Trust VVR Stock Holding History

McGlone Suttner Wealth Management’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
2024
Q1 		– Sell
-5,161
Closed -$21.2K – 762
2023
Q4 		$21.2K Buy
+5,161
New +$20.6K ﹤0.01% 428

Other funds holding VVR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
S4W
Solutions 4 Wealth Southlake, Texas $66.5M AUM 10.15% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

McGlone Suttner Wealth Management's VVR Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Invesco Senior Income Trust (VVR) in Q1 2024, closing a stake of 5,161 shares — an estimated $21.2K sold.

McGlone Suttner Wealth Management first reported a position in VVR in Q4 2023 and held it in 1 quarter. The position peaked at $21.2K in Q4 2023. 133 funds tracked by Wall St. Rank hold VVR as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Invesco Senior Income Trust position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 5,161 Invesco Senior Income Trust shares in Q1 2024, an estimated $21.2K.
  • McGlone Suttner Wealth Management first reported a position in Invesco Senior Income Trust in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Invesco Senior Income Trust position peaked at $21.2K in Q4 2023.
  • 133 funds tracked by Wall St. Rank held Invesco Senior Income Trust as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.