S4W
VVR icon

Solutions 4 Wealth’s Invesco Senior Income Trust VVR Stock Holding History

Solutions 4 Wealth’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 		$8.12M Sell
2,707,077
-115,252
-4% -$352K 10.48% 1
2026
Q1 		$9.09M Sell
2,822,329
-244,515
-8% -$785K 13.67% 1
2025
Q4 		$10M Sell
3,066,844
-405,299
-12% -$1.34M 15.15% 1
2025
Q3 		$12M Buy
3,472,143
+229,265
+7% +$836K 18.64% 1
2025
Q2 		$12.3M Sell
3,242,878
-175,576
-5% -$637K 20.54% 1
2025
Q1 		$12.8M Buy
3,418,454
+281,784
+9% +$1.14M 22.62% 1
2024
Q4 		$12.4M Buy
3,136,670
+442,930
+16% +$1.74M 22.43% 1
2024
Q3 		$11M Buy
2,693,740
+353,770
+15% +$1.51M 21.44% 1
2024
Q2 		$10.1M Buy
2,339,970
+598,661
+34% +$2.57M 22.87% 1
2024
Q1 		$7.45M Buy
1,741,309
+577,292
+50% +$2.4M 20.93% 1
2023
Q4 		$4.77M Buy
+1,164,017
New +$4.65M 15.58% 1

Other funds holding VVR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BI
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
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Solutions 4 Wealth's VVR Position: Q2 2026 in Review

Solutions 4 Wealth reduced its Invesco Senior Income Trust (VVR) stake by 4.1% in Q2 2026, selling an estimated $352K and leaving 2,707,077 shares worth $8.12M. The position accounts for 10.48% of the portfolio, ranked #1.

Solutions 4 Wealth first reported a position in VVR in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.8M in Q1 2025. 139 funds tracked by Wall St. Rank hold VVR as of Q2 2026.

  • Solutions 4 Wealth held 2,707,077 shares of Invesco Senior Income Trust worth $8.12M as of Q2 2026.
  • Solutions 4 Wealth sold 115,252 Invesco Senior Income Trust shares in Q2 2026, an estimated $352K.
  • Invesco Senior Income Trust made up 10.48% of Solutions 4 Wealth's portfolio in Q2 2026, its #1 holding.
  • Solutions 4 Wealth first reported a position in Invesco Senior Income Trust in Q4 2023 and has held it in 11 quarters since.
  • Solutions 4 Wealth's Invesco Senior Income Trust position peaked at $12.8M in Q1 2025.
  • 139 funds tracked by Wall St. Rank held Invesco Senior Income Trust as of Q2 2026.

Based on Solutions 4 Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.