Skip to main content

Wealth Effects LLC

SEC CIK
0001907254
Latest filing
Aug 6, 2026

VVR holding history

Invesco Senior Income Trust in every 13F filed by Wealth Effects LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

VVR overviewAll 13F holders of VVRFull Q2 2026 holdings

Shares (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q1 2023
Holdings of VVR by Wealth Effects LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−23,275−100.0%Sold outHolders
Q2 202423,275$100.3K<0.1%+1,570+7.2%AddedHolders
Q1 202421,705$92.9K<0.1%−4,960−18.6%ReducedHolders
Q4 202326,665$109.3K<0.1%−90−0.3%ReducedHolders
Q3 202326,755$104.9K0.1%+7,050+35.8%AddedHolders
Q2 202319,705$75.9K<0.1%−7,900−28.6%ReducedHolders
Q1 202327,605$101.6K0.1%+27,605NewHolders