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 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	–	1813
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

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

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

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

Allied Private Wealth Boca Raton, Florida $156M AUM