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

Momentum 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
Q4 		$48.1K Sell
12,560
-24,116
-66% -$91.8K 0.05% 82
2022
Q3 		$136K Hold
36,676
– – 0.15% 71
2022
Q2 		$143K Buy
+36,676
New +$147K 0.16% 61

Other funds holding VVR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 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
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Momentum Advisors's VVR Position: Q4 2022 in Review

Momentum Advisors reduced its Invesco Senior Income Trust (VVR) stake by 66% in Q4 2022, selling an estimated $91.8K and leaving 12,560 shares worth $48.1K. The position accounts for 0.05% of the portfolio, ranked #82.

Momentum Advisors first reported a position in VVR in Q2 2022 and has held it in 3 quarters since. The position peaked at $143K in Q2 2022. 143 funds tracked by Wall St. Rank hold VVR as of Q4 2022.

  • Momentum Advisors held 12,560 shares of Invesco Senior Income Trust worth $48.1K as of Q4 2022.
  • Momentum Advisors sold 24,116 Invesco Senior Income Trust shares in Q4 2022, an estimated $91.8K.
  • Invesco Senior Income Trust made up 0.05% of Momentum Advisors's portfolio in Q4 2022, its #82 holding.
  • Momentum Advisors first reported a position in Invesco Senior Income Trust in Q2 2022 and has held it in 3 quarters since.
  • Momentum Advisors's Invesco Senior Income Trust position peaked at $143K in Q2 2022.
  • 143 funds tracked by Wall St. Rank held Invesco Senior Income Trust as of Q4 2022.

Based on Momentum Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.