Oak Harvest Investment Services’s Invesco Senior Income Trust VVR Stock Holding History

Oak Harvest Investment Services’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 Q2	$51K	Hold	17,000	–	–	﹤0.01%	163
2026 Q1	$54.7K	Hold	17,000	–	–	0.01%	165
2025 Q4	$55.6K	Hold	17,000	–	–	0.01%	166
2025 Q3	$58.8K	Hold	17,000	–	–	0.01%	160
2025 Q2	$64.6K	Hold	17,000	–	–	0.01%	155
2025 Q1	$63.8K	Hold	17,000	–	–	0.01%	134
2024 Q4	$67.2K	Hold	17,000	–	–	0.01%	151
2024 Q3	$69.2K	Hold	17,000	–	–	0.01%	135
2024 Q2	$73.3K	Hold	17,000	–	–	0.01%	120
2024 Q1	$72.8K	Hold	17,000	–	–	0.01%	121
2023 Q4	$69.7K	Hold	17,000	–	–	0.01%	112
2023 Q3	$66.6K	Buy	+17,000	New	+$66K	0.01%	107

Other funds holding VVR

AIA

Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

BAM

Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return

Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

FFWM

Future Financial Wealth Management Cincinnati, Ohio $160M AUM 21.24% 1-Year Est. Return

MWM

Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Oak Harvest Investment Services's VVR Position: Q2 2026 in Review

Oak Harvest Investment Services held its Invesco Senior Income Trust (VVR) position steady in Q2 2026 at 17,000 shares worth $51K. The position accounts for ﹤0.01% of the portfolio, ranked #163.

Oak Harvest Investment Services first reported a position in VVR in Q3 2023 and has held it in 12 quarters since. The position peaked at $73.3K in Q2 2024. 32 funds tracked by Wall St. Rank hold VVR as of Q2 2026.

Oak Harvest Investment Services held 17,000 shares of Invesco Senior Income Trust worth $51K as of Q2 2026.
Oak Harvest Investment Services left its Invesco Senior Income Trust share count unchanged in Q2 2026.
Invesco Senior Income Trust made up ﹤0.01% of Oak Harvest Investment Services's portfolio in Q2 2026, its #163 holding.
Oak Harvest Investment Services first reported a position in Invesco Senior Income Trust in Q3 2023 and has held it in 12 quarters since.
Oak Harvest Investment Services's Invesco Senior Income Trust position peaked at $73.3K in Q2 2024.
32 funds tracked by Wall St. Rank held Invesco Senior Income Trust as of Q2 2026.

Based on Oak Harvest Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.