Plante Moran Financial Advisors’s Invesco Senior Income Trust VVR Stock Holding History

Plante Moran Financial 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
2025 Q1	–	Sell	-325	Closed	-$1.28K	–	977
2024 Q4	$1.28K	Buy	+325	New	+$1.28K	﹤0.01%	805
2021 Q1	–	Sell	-46,620	Closed	-$186K	–	1137
2020 Q4	$186K	Sell	46,620 -3,750	-7%	-$14.1K	0.06%	179
2020 Q3	$184K	Buy	+50,370	New	+$180K	0.06%	165

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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

Plante Moran Financial Advisors's VVR Position: Q1 2025 in Review

Plante Moran Financial Advisors sold out of Invesco Senior Income Trust (VVR) in Q1 2025, closing a stake of 325 shares — an estimated $1.28K sold.

Plante Moran Financial Advisors first reported a position in VVR in Q3 2020 and held it in 3 quarters. The position peaked at $186K in Q4 2020. 122 funds tracked by Wall St. Rank hold VVR as of Q1 2025.

Plante Moran Financial Advisors reported no remaining Invesco Senior Income Trust position as of Q1 2025 after selling out during the quarter.
Plante Moran Financial Advisors sold 325 Invesco Senior Income Trust shares in Q1 2025, an estimated $1.28K.
Plante Moran Financial Advisors first reported a position in Invesco Senior Income Trust in Q3 2020 and held it in 3 quarters.
Plante Moran Financial Advisors's Invesco Senior Income Trust position peaked at $186K in Q4 2020.
122 funds tracked by Wall St. Rank held Invesco Senior Income Trust as of Q1 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.