Strategic Investment Solutions’s Invesco Senior Income Trust VVR Stock Holding History

Strategic Investment Solutions’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	$1.48K	Buy	492 +15	+3%	+$46	﹤0.01%	605
2026 Q1	$1.54K	Buy	477 +16	+3%	+$51	﹤0.01%	571
2025 Q4	$1.51K	Buy	461 +16	+4%	+$53	﹤0.01%	554
2025 Q3	$1.54K	Buy	445 +14	+3%	+$51	﹤0.01%	522
2025 Q2	$1.64K	Buy	431 +13	+3%	+$47	﹤0.01%	514
2025 Q1	$1.57K	Buy	418 +11	+3%	+$44	﹤0.01%	524
2024 Q4	$1.61K	Buy	407 +13	+3%	+$51	﹤0.01%	539
2024 Q3	$1.6K	Buy	394 +109	+38%	+$465	﹤0.01%	511
2024 Q2	$1.2K	Buy	+285	New	+$1.22K	﹤0.01%	523
2023 Q4	$1.46K	Sell	356 -21,147	-98%	-$84.5K	﹤0.01%	986
2023 Q3	$83.5K	Buy	21,503 +21,168	+6,319%	+$82.2K	﹤0.01%	568
2023 Q2	$1.23K	Buy	335 +11	+3%	+$41	﹤0.01%	779
2023 Q1	$1.19K	Buy	+324	New	+$1.26K	﹤0.01%	911

Other funds holding VVR

Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Allied Private Wealth Boca Raton, Florida $156M AUM