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Milestones Private Investment Advisors’s Invesco Senior Income Trust VVR Stock Holding History

Milestones Private Investment 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
2026
Q1 		– Sell
-13,839
Closed -$45.3K – 113
2025
Q4 		$45.3K Hold
13,839
– – 0.03% 120
2025
Q3 		$47.9K Hold
13,839
– – 0.03% 122
2025
Q2 		$52.6K Buy
+13,839
New +$50.2K 0.04% 119

Other funds holding VVR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
S4W
Solutions 4 Wealth Southlake, Texas $77.5M AUM 17.3% 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
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return

Milestones Private Investment Advisors's VVR Position: Q1 2026 in Review

Milestones Private Investment Advisors sold out of Invesco Senior Income Trust (VVR) in Q1 2026, closing a stake of 13,839 shares — an estimated $45.3K sold.

Milestones Private Investment Advisors first reported a position in VVR in Q2 2025 and held it in 3 quarters. The position peaked at $52.6K in Q2 2025. 136 funds tracked by Wall St. Rank hold VVR as of Q1 2026.

  • Milestones Private Investment Advisors reported no remaining Invesco Senior Income Trust position as of Q1 2026 after selling out during the quarter.
  • Milestones Private Investment Advisors sold 13,839 Invesco Senior Income Trust shares in Q1 2026, an estimated $45.3K.
  • Milestones Private Investment Advisors first reported a position in Invesco Senior Income Trust in Q2 2025 and held it in 3 quarters.
  • Milestones Private Investment Advisors's Invesco Senior Income Trust position peaked at $52.6K in Q2 2025.
  • 136 funds tracked by Wall St. Rank held Invesco Senior Income Trust as of Q1 2026.

Based on Milestones Private Investment Advisors's 13F filing for Q1 2026, filed 4 May 2026.