Nations Financial Group’s Invesco Senior Income Trust VVR Stock Holding History

Nations Financial Group’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	-13,632	Closed	-$47.2K	–	777
2025 Q3	$47.2K	Hold	13,632	–	–	﹤0.01%	708
2025 Q2	$51.8K	Sell	13,632 -6,317	-32%	-$22.9K	﹤0.01%	676
2025 Q1	$74.8K	Hold	19,949	–	–	0.01%	646
2024 Q4	$78.8K	Hold	19,949	–	–	0.01%	656
2024 Q3	$81.2K	Sell	19,949 -1,000	-5%	-$4.27K	0.01%	658
2024 Q2	$90.3K	Hold	20,949	–	–	0.01%	618
2024 Q1	$89.7K	Hold	20,949	–	–	0.01%	612
2023 Q4	$85.9K	Sell	20,949 -420	-2%	-$1.68K	0.01%	608
2023 Q3	$83.8K	Hold	21,369	–	–	0.01%	601
2023 Q2	$82.3K	Sell	21,369 -1,995	-9%	-$7.4K	0.01%	604
2023 Q1	$86K	Hold	23,364	–	–	0.01%	603
2022 Q4	$89.5K	Buy	+23,364	New	+$88.9K	0.01%	587

Other funds holding VVR

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

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Nations Financial Group's VVR Position: Q4 2025 in Review

Nations Financial Group sold out of Invesco Senior Income Trust (VVR) in Q4 2025, closing a stake of 13,632 shares — an estimated $47.2K sold.

Nations Financial Group first reported a position in VVR in Q4 2022 and held it in 12 quarters. The position peaked at $90.3K in Q2 2024. 144 funds tracked by Wall St. Rank hold VVR as of Q4 2025.

Nations Financial Group reported no remaining Invesco Senior Income Trust position as of Q4 2025 after selling out during the quarter.
Nations Financial Group sold 13,632 Invesco Senior Income Trust shares in Q4 2025, an estimated $47.2K.
Nations Financial Group first reported a position in Invesco Senior Income Trust in Q4 2022 and held it in 12 quarters.
Nations Financial Group's Invesco Senior Income Trust position peaked at $90.3K in Q2 2024.
144 funds tracked by Wall St. Rank held Invesco Senior Income Trust as of Q4 2025.

Based on Nations Financial Group's 13F filing for Q4 2025, filed 26 Jan 2026.