VVR INVESCO SR INCOME TR

Ownership history in Solutions 4 Wealth, Ltd  ·  9 quarters on record

AI Ownership Summary

Solutions 4 Wealth, Ltd reported INVESCO SR INCOME TR (VVR) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 22.87% in 2024 Q2. The latest visible filing shows VVR at 15.15% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VVR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Solutions 4 Wealth, Ltd's position in INVESCO SR INCOME TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VVR was reported at 15.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
22.87% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Solutions 4 Wealth, Ltd held VVR — position size vs. price
% of Fund (quarterly)    VVR price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 3,066,844 -405,299 -11.7% 15.15% $10.0M 2026-02-14 (Est.) $3.22
2025 Q3 ADDED 3,472,143 +229,265 +7.1% 18.64% $12.0M 2025-11-04 $3.07
2025 Q2 REDUCED 3,242,878 -175,576 -5.1% 20.54% $12.3M 2025-08-13 $3.33
2025 Q1 ADDED 3,418,454 +281,784 +9.0% 22.62% $12.8M 2025-05-09 $3.17
2024 Q4 ADDED 3,136,670 +442,930 +16.4% 22.43% $12.4M 2025-01-28 $3.52
2024 Q3 ADDED 2,693,740 +353,770 +15.1% 21.44% $11.0M 2024-11-14 $3.26
2024 Q2 ADDED 2,339,970 +598,661 +34.4% 22.87% $10.1M 2024-08-14 $3.53
2024 Q1 ADDED 1,741,309 +577,292 +49.6% 20.93% $7.5M 2024-05-02 $3.36
2023 Q4 INITIATED 1,164,017 15.58% $4.8M 2024-02-06 $3.16

FAQ About Solutions 4 Wealth, Ltd and VVR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Solutions 4 Wealth, Ltd reported owning VVR?

Solutions 4 Wealth, Ltd reported VVR across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VVR position in Solutions 4 Wealth, Ltd's portfolio?

The largest reported portfolio weight for VVR was 22.87% in 2024 Q2.

What is the latest reported VVR position on this page?

The most recent filing on this page is 2025 Q4, when Solutions 4 Wealth, Ltd reported 3,066,844 shares, equal to 15.15% of portfolio, with an estimated market value of $10.0M.

What does the chart on this VVR ownership page compare?

The chart compares Solutions 4 Wealth, Ltd's quarterly VVR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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