WIA
VVR icon

World Investment Advisors’s Invesco Senior Income Trust VVR Stock Holding History

World Investment 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 		$33.3K Hold
10,333
– – ﹤0.01% 1560
2025
Q4 		$33.8K Hold
10,333
– – ﹤0.01% 1458
2025
Q3 		$35.8K Sell
10,333
-10,333
-50% -$37.7K ﹤0.01% 1224
2025
Q2 		$78.5K Hold
20,666
– – ﹤0.01% 1116
2025
Q1 		$77.5K Hold
20,666
– – ﹤0.01% 1042
2024
Q4 		$81.6K Buy
20,666
+10,333
+100% +$40.7K ﹤0.01% 989
2024
Q3 		$42.1K Buy
+10,333
New +$44.1K ﹤0.01% 896

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 $376B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return