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Significant Wealth Partners’s Invesco Senior Income Trust VVR Stock Holding History

Significant Wealth Partners’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
Q2 		– Sell
-17,572
Closed -$65.9K – 102
2025
Q1 		$65.9K Buy
17,572
+6,427
+58% +$25.9K 0.03% 88
2024
Q4 		$44K Buy
+11,145
New +$43.9K 0.02% 81
2024
Q2 		– Sell
-16,332
Closed -$69.9K – 156
2024
Q1 		$69.9K Sell
16,332
-987,225
-98% -$4.1M 0.05% 142
2023
Q4 		$4.11M Buy
+1,003,557
New +$4.01M 2.99% 4

Other funds holding VVR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
S4W
Solutions 4 Wealth Southlake, Texas $77.5M AUM 17.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AWA
Adapt Wealth Advisors Atlanta, Georgia $306M AUM 30.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Significant Wealth Partners's VVR Position: Q2 2025 in Review

Significant Wealth Partners sold out of Invesco Senior Income Trust (VVR) in Q2 2025, closing a stake of 17,572 shares — an estimated $65.9K sold.

Significant Wealth Partners first reported a position in VVR in Q4 2023 and held it in 4 quarters. The position peaked at $4.11M in Q4 2023. 121 funds tracked by Wall St. Rank hold VVR as of Q2 2025.

  • Significant Wealth Partners reported no remaining Invesco Senior Income Trust position as of Q2 2025 after selling out during the quarter.
  • Significant Wealth Partners sold 17,572 Invesco Senior Income Trust shares in Q2 2025, an estimated $65.9K.
  • Significant Wealth Partners first reported a position in Invesco Senior Income Trust in Q4 2023 and held it in 4 quarters.
  • Significant Wealth Partners's Invesco Senior Income Trust position peaked at $4.11M in Q4 2023.
  • 121 funds tracked by Wall St. Rank held Invesco Senior Income Trust as of Q2 2025.

Based on Significant Wealth Partners's 13F filing for Q2 2025, filed 15 Jul 2025.