SWA
VVR icon

Sax Wealth Advisors’s Invesco Senior Income Trust VVR Stock Holding History

Sax Wealth 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
2026
Q2 		$491K Sell
152,394
-128,880
-46% -$394K 0.02% 343
2026
Q1 		$920K Hold
281,274
– – 0.04% 205
2025
Q4 		$920K Buy
+281,274
New +$929K 0.04% 215

Other funds holding VVR

BAM
Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM