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Stratos Wealth Advisors’s Invesco Senior Income Trust VVR Stock Holding History

Stratos Wealth 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
2024
Q4 		– Sell
-10,000
Closed -$40.7K – 779
2024
Q3 		$40.7K Buy
+10,000
New +$42.7K ﹤0.01% 729

Other funds holding VVR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
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
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
AMG
Advisors Management Group La Crosse, Wisconsin $604M AUM 64.38% 1-Year Est. Return

Stratos Wealth Advisors's VVR Position: Q4 2024 in Review

Stratos Wealth Advisors sold out of Invesco Senior Income Trust (VVR) in Q4 2024, closing a stake of 10,000 shares — an estimated $40.7K sold.

Stratos Wealth Advisors first reported a position in VVR in Q3 2024 and held it in 1 quarter. The position peaked at $40.7K in Q3 2024. 129 funds tracked by Wall St. Rank hold VVR as of Q4 2024.

  • Stratos Wealth Advisors reported no remaining Invesco Senior Income Trust position as of Q4 2024 after selling out during the quarter.
  • Stratos Wealth Advisors sold 10,000 Invesco Senior Income Trust shares in Q4 2024, an estimated $40.7K.
  • Stratos Wealth Advisors first reported a position in Invesco Senior Income Trust in Q3 2024 and held it in 1 quarter.
  • Stratos Wealth Advisors's Invesco Senior Income Trust position peaked at $40.7K in Q3 2024.
  • 129 funds tracked by Wall St. Rank held Invesco Senior Income Trust as of Q4 2024.

Based on Stratos Wealth Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.