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

Sequoia 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
2026 Q2	$73.4K	Hold	24,456	–	–	﹤0.01%	2101
2026 Q1	$78.7K	Hold	24,456	–	–	﹤0.01%	1871
2025 Q4	$80K	Sell	24,456 -10,200	-29%	-$33.7K	﹤0.01%	1882
2025 Q3	$120K	Buy	34,656 +2,318	+7%	+$8.45K	﹤0.01%	1678
2025 Q2	$123K	Buy	32,338 +3,182	+11%	+$11.5K	﹤0.01%	1520
2025 Q1	$109K	Sell	29,156 -6,259	-18%	-$25.2K	﹤0.01%	1318
2024 Q4	$140K	Hold	35,415	–	–	﹤0.01%	1258
2024 Q3	$144K	Hold	35,415	–	–	﹤0.01%	1199
2024 Q2	$153K	Hold	35,415	–	–	﹤0.01%	1129
2024 Q1	$152K	Sell	35,415 -2,793	-7%	-$11.6K	﹤0.01%	1085
2023 Q4	$157K	Buy	38,208 +12,943	+51%	+$51.7K	﹤0.01%	1132
2023 Q3	$99K	Hold	25,265	–	–	﹤0.01%	918
2023 Q2	$97.3K	Hold	25,265	–	–	﹤0.01%	923
2023 Q1	$93K	Hold	25,265	–	–	﹤0.01%	806
2022 Q4	$96.8K	Sell	25,265 -13,610	-35%	-$51.8K	﹤0.01%	772
2022 Q3	$145K	Hold	38,875	–	–	﹤0.01%	500
2022 Q2	$151K	Buy	38,875 +3,000	+8%	+$12.1K	﹤0.01%	555
2022 Q1	$153K	Hold	35,875	–	–	﹤0.01%	627
2021 Q4	$155K	Buy	+35,875	New	+$159K	﹤0.01%	560
2021 Q3	–	Sell	-35,875	Closed	-$160K	–	458
2021 Q2	$160K	Sell	35,875 -577	-2%	-$2.46K	0.01%	459
2021 Q1	$153K	Hold	36,452	–	–	0.01%	428
2020 Q4	$145K	Sell	36,452 -1,300	-3%	-$4.89K	0.01%	403
2020 Q3	$138K	Sell	37,752 -708	-2%	-$2.53K	0.01%	372
2020 Q2	$133K	Hold	38,460	–	–	0.01%	354
2020 Q1	$124K	Hold	38,460	–	–	0.01%	341
2019 Q4	$165K	Hold	38,460	–	–	0.01%	367
2019 Q3	$162K	Hold	38,460	–	–	0.01%	343
2019 Q2	$166K	Hold	38,460	–	–	0.01%	355
2019 Q1	$162K	Buy	+38,460	New	+$159K	0.01%	348

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

Sequoia Financial Advisors's VVR Position: Q2 2026 in Review

Sequoia Financial Advisors held its Invesco Senior Income Trust (VVR) position steady in Q2 2026 at 24,456 shares worth $73.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2101.

Sequoia Financial Advisors first reported a position in VVR in Q1 2019 and has held it in 29 quarters since. The position peaked at $166K in Q2 2019. 139 funds tracked by Wall St. Rank hold VVR as of Q2 2026.

Sequoia Financial Advisors held 24,456 shares of Invesco Senior Income Trust worth $73.4K as of Q2 2026.
Sequoia Financial Advisors left its Invesco Senior Income Trust share count unchanged in Q2 2026.
Invesco Senior Income Trust made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #2101 holding.
Sequoia Financial Advisors first reported a position in Invesco Senior Income Trust in Q1 2019 and has held it in 29 quarters since.
Sequoia Financial Advisors's Invesco Senior Income Trust position peaked at $166K in Q2 2019.
139 funds tracked by Wall St. Rank held Invesco Senior Income Trust as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.