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Waverly Advisors’s Invesco Senior Income Trust VVR Stock Holding History

Waverly 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
Q1 		– Sell
-26,558
Closed -$86.8K – 1674
2025
Q4 		$86.8K Buy
+26,558
New +$87.7K ﹤0.01% 1433

Other funds holding VVR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return

Waverly Advisors's VVR Position: Q1 2026 in Review

Waverly Advisors sold out of Invesco Senior Income Trust (VVR) in Q1 2026, closing a stake of 26,558 shares — an estimated $86.8K sold.

Waverly Advisors first reported a position in VVR in Q4 2025 and held it in 1 quarter. The position peaked at $86.8K in Q4 2025. 136 funds tracked by Wall St. Rank hold VVR as of Q1 2026.

  • Waverly Advisors reported no remaining Invesco Senior Income Trust position as of Q1 2026 after selling out during the quarter.
  • Waverly Advisors sold 26,558 Invesco Senior Income Trust shares in Q1 2026, an estimated $86.8K.
  • Waverly Advisors first reported a position in Invesco Senior Income Trust in Q4 2025 and held it in 1 quarter.
  • Waverly Advisors's Invesco Senior Income Trust position peaked at $86.8K in Q4 2025.
  • 136 funds tracked by Wall St. Rank held Invesco Senior Income Trust as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.