OW
VVR icon

Olistico Wealth’s Invesco Senior Income Trust VVR Stock Holding History

Olistico Wealth’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
Q3 		– Sell
-14,000
Closed -$53.2K – 339
2025
Q2 		$53.2K Buy
+14,000
New +$50.8K 0.03% 161

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
AMG
Advisors Management Group La Crosse, Wisconsin $549M AUM 29.35% 1-Year Est. Return

Olistico Wealth's VVR Position: Q3 2025 in Review

Olistico Wealth sold out of Invesco Senior Income Trust (VVR) in Q3 2025, closing a stake of 14,000 shares — an estimated $53.2K sold.

Olistico Wealth first reported a position in VVR in Q2 2025 and held it in 1 quarter. The position peaked at $53.2K in Q2 2025. 122 funds tracked by Wall St. Rank hold VVR as of Q3 2025.

  • Olistico Wealth reported no remaining Invesco Senior Income Trust position as of Q3 2025 after selling out during the quarter.
  • Olistico Wealth sold 14,000 Invesco Senior Income Trust shares in Q3 2025, an estimated $53.2K.
  • Olistico Wealth first reported a position in Invesco Senior Income Trust in Q2 2025 and held it in 1 quarter.
  • Olistico Wealth's Invesco Senior Income Trust position peaked at $53.2K in Q2 2025.
  • 122 funds tracked by Wall St. Rank held Invesco Senior Income Trust as of Q3 2025.

Based on Olistico Wealth's 13F filing for Q3 2025, filed 24 Oct 2025.