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Stonebridge Financial Group (Pennsylvania)’s Invesco Senior Income Trust VVR Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
-930
Closed -$3.49K – 933
2025
Q1 		$3.49K Buy
930
+26
+3% +$105 ﹤0.01% 743
2024
Q4 		$3.57K Buy
+904
New +$3.56K ﹤0.01% 719

Other funds holding VVR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
S4W
Solutions 4 Wealth Southlake, Texas $66.5M AUM 10.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWA
Adapt Wealth Advisors Atlanta, Georgia $276M AUM 14.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s VVR Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Invesco Senior Income Trust (VVR) in Q2 2025, closing a stake of 930 shares — an estimated $3.49K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in VVR in Q4 2024 and held it in 2 quarters. The position peaked at $3.57K in Q4 2024. 121 funds tracked by Wall St. Rank hold VVR as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Invesco Senior Income Trust position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 930 Invesco Senior Income Trust shares in Q2 2025, an estimated $3.49K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Invesco Senior Income Trust in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s Invesco Senior Income Trust position peaked at $3.57K in Q4 2024.
  • 121 funds tracked by Wall St. Rank held Invesco Senior Income Trust as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.