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Valeo Financial Advisors’s Invesco Senior Income Trust VVR Stock Holding History

Valeo Financial 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
2026
Q3 		$163K Buy
56,383
+631
+1% +$1.86K ﹤0.01% 794
2026
Q2 		$167K Buy
55,752
+671
+1% +$2.05K ﹤0.01% 779
2026
Q1 		$177K Buy
55,081
+4,434
+9% +$14.2K ﹤0.01% 698
2025
Q4 		$166K Buy
50,647
+8,183
+19% +$27K ﹤0.01% 771
2025
Q3 		$147K Buy
42,464
+13,583
+47% +$49.5K ﹤0.01% 776
2025
Q2 		$110K Buy
+28,881
New +$105K ﹤0.01% 739
2021
Q2 		– Sell
-2,263
Closed -$10K – 1807
2021
Q1 		$10K Hold
2,263
– – ﹤0.01% 1370
2020
Q4 		$9K Hold
2,263
– – ﹤0.01% 1228
2020
Q3 		$8K Hold
2,263
– – ﹤0.01% 1152
2020
Q2 		$8K Buy
2,263
+33
+1% +$112 ﹤0.01% 1380
2020
Q1 		$8K Hold
2,230
– – ﹤0.01% 1181
2019
Q4 		$10K Hold
2,230
– – ﹤0.01% 1121
2019
Q3 		$9K Hold
2,230
– – ﹤0.01% 1069
2019
Q2 		$10K Hold
2,230
– – ﹤0.01% 1037
2019
Q1 		$9K Buy
+2,230
New +$9.2K ﹤0.01% 1006

Other funds holding VVR

GP
Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Valeo Financial Advisors's VVR Position: Q3 2026 in Review

Valeo Financial Advisors increased its Invesco Senior Income Trust (VVR) stake by 1.1% in Q3 2026, buying an estimated $1.86K and bringing the position to 56,383 shares worth $163K. The position accounts for ﹤0.01% of the portfolio, ranked #794.

Valeo Financial Advisors first reported a position in VVR in Q1 2019 and has held it in 15 quarters since. The position peaked at $177K in Q1 2026. 6 funds tracked by Wall St. Rank hold VVR as of Q3 2026.

  • Valeo Financial Advisors held 56,383 shares of Invesco Senior Income Trust worth $163K as of Q3 2026.
  • Valeo Financial Advisors bought 631 Invesco Senior Income Trust shares in Q3 2026, an estimated $1.86K.
  • Invesco Senior Income Trust made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #794 holding.
  • Valeo Financial Advisors first reported a position in Invesco Senior Income Trust in Q1 2019 and has held it in 15 quarters since.
  • Valeo Financial Advisors's Invesco Senior Income Trust position peaked at $177K in Q1 2026.
  • 6 funds tracked by Wall St. Rank held Invesco Senior Income Trust as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.