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Private Wealth Management Group’s Invesco Senior Income Trust VVR Stock Holding History

Private Wealth Management 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
2026
Q3 		– Sell
-72,060
Closed -$216K – 1573
2026
Q2 		$216K Buy
72,060
+70,860
+5,905% +$217K 0.05% 106
2026
Q1 		$3.86K Buy
+1,200
New +$3.85K ﹤0.01% 861

Other funds holding VVR

Gridiron Partners
Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return
Absolute Investment Advisers
Absolute Investment Advisers Rosemary Beach, Florida $1.09B AUM 1.92% 1-Year Est. Return
Byrne Asset Management
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
Illumine Investment Management
Illumine Investment Management Poulsbo, Washington $144M AUM 33.61% 1-Year Est. Return
Future Financial Wealth Management
Future Financial Wealth Management Cincinnati, Ohio $163M AUM 15.03% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
SeaCrest Wealth Management
SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 30.62% 1-Year Est. Return

Private Wealth Management Group's VVR Position: Q3 2026 in Review

Private Wealth Management Group sold out of Invesco Senior Income Trust (VVR) in Q3 2026, closing a stake of 72,060 shares — an estimated $216K sold.

Private Wealth Management Group first reported a position in VVR in Q1 2026 and held it in 2 quarters. The position peaked at $216K in Q2 2026. 22 funds tracked by Wall St. Rank hold VVR as of Q3 2026.

  • Private Wealth Management Group reported no remaining Invesco Senior Income Trust position as of Q3 2026 after selling out during the quarter.
  • Private Wealth Management Group sold 72,060 Invesco Senior Income Trust shares in Q3 2026, an estimated $216K.
  • Private Wealth Management Group first reported a position in Invesco Senior Income Trust in Q1 2026 and held it in 2 quarters.
  • Private Wealth Management Group's Invesco Senior Income Trust position peaked at $216K in Q2 2026.
  • 22 funds tracked by Wall St. Rank held Invesco Senior Income Trust as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.