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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

S4W

Solutions 4 Wealth Southlake, Texas $77.5M AUM 17.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Private Wealth Management Group's VVR Position: Q2 2026 in Review

Private Wealth Management Group increased its Invesco Senior Income Trust (VVR) stake by 5,905% in Q2 2026, buying an estimated $217K and bringing the position to 72,060 shares worth $216K. The position accounts for 0.05% of the portfolio, ranked #106.

Private Wealth Management Group first reported a position in VVR in Q1 2026 and has held it in 2 quarters since. 139 funds tracked by Wall St. Rank hold VVR as of Q2 2026.

Private Wealth Management Group held 72,060 shares of Invesco Senior Income Trust worth $216K as of Q2 2026.
Private Wealth Management Group bought 70,860 Invesco Senior Income Trust shares in Q2 2026, an estimated $217K.
Invesco Senior Income Trust made up 0.05% of Private Wealth Management Group's portfolio in Q2 2026, its #106 holding.
Private Wealth Management Group first reported a position in Invesco Senior Income Trust in Q1 2026 and has held it in 2 quarters since.
139 funds tracked by Wall St. Rank held Invesco Senior Income Trust as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.