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New England Professional Planning Group’s Invesco Senior Income Trust VVR Stock Holding History

New England Professional Planning 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
Q1 		– Sell
-10,539
Closed -$41.6K – 49
2024
Q4 		$41.6K Hold
10,539
– – 0.02% 48
2024
Q3 		$42.9K Hold
10,539
– – 0.02% 51
2024
Q2 		$45.4K Hold
10,539
– – 0.02% 50
2024
Q1 		$45.1K Buy
+10,539
New +$43.8K 0.02% 54

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

New England Professional Planning Group's VVR Position: Q1 2025 in Review

New England Professional Planning Group sold out of Invesco Senior Income Trust (VVR) in Q1 2025, closing a stake of 10,539 shares — an estimated $41.6K sold.

New England Professional Planning Group first reported a position in VVR in Q1 2024 and held it in 4 quarters. The position peaked at $45.4K in Q2 2024. 122 funds tracked by Wall St. Rank hold VVR as of Q1 2025.

  • New England Professional Planning Group reported no remaining Invesco Senior Income Trust position as of Q1 2025 after selling out during the quarter.
  • New England Professional Planning Group sold 10,539 Invesco Senior Income Trust shares in Q1 2025, an estimated $41.6K.
  • New England Professional Planning Group first reported a position in Invesco Senior Income Trust in Q1 2024 and held it in 4 quarters.
  • New England Professional Planning Group's Invesco Senior Income Trust position peaked at $45.4K in Q2 2024.
  • 122 funds tracked by Wall St. Rank held Invesco Senior Income Trust as of Q1 2025.

Based on New England Professional Planning Group's 13F filing for Q1 2025, filed 1 May 2025.