Solutions 4 Wealth, Ltd VVR — INVESCO SR INCOME TR

Ownership history in Solutions 4 Wealth, Ltd  ·  10 quarters on record

AI Ownership Summary

Solutions 4 Wealth, Ltd reported INVESCO SR INCOME TR (VVR) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 22.87% in 2024 Q2. The latest visible filing shows VVR at 13.67% 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
2026 Q1

VVR was reported at 13.67% 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 2026 Q1

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.

VVR stock page Solutions 4 Wealth, Ltd fund profile Solutions 4 Wealth, Ltd full holdings
How Solutions 4 Wealth, Ltd held VVR — position size vs. price
% of Fund (quarterly)    VVR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 2,822,329 -244,515 -8.0% 13.67% $9.1M 2026-05-05 $3.07
2025 Q4 REDUCED 11.7% +1.9% ❌ 3,066,844 -405,299 -11.7% 15.15% $10.0M 2026-02-09 $3.17
2025 Q3 ADDED — — — 3,472,143 +229,265 +7.1% 18.64% $12.0M 2025-11-04 $3.04
2025 Q2 REDUCED 5.1% -7.4% ✅ 3,242,878 -175,576 -5.1% 20.54% $12.3M 2025-08-13 $3.29
2025 Q1 ADDED — — — 3,418,454 +281,784 +9.0% 22.62% $12.8M 2025-05-09 $3.13
2024 Q4 ADDED — — — 3,136,670 +442,930 +16.4% 22.43% $12.4M 2025-01-28 $3.47
2024 Q3 ADDED — — — 2,693,740 +353,770 +15.1% 21.44% $11.0M 2024-11-14 $3.22
2024 Q2 ADDED — — — 2,339,970 +598,661 +34.4% 22.87% $10.1M 2024-08-14 $3.49
2024 Q1 ADDED — — — 1,741,309 +577,292 +49.6% 20.93% $7.5M 2024-05-02 $3.32
2023 Q4 INITIATED — — — 1,164,017 — — 15.58% $4.8M 2024-02-06 $3.13

🏢 Other funds also holding VVR

As of 2026 Q1 — sorted by position size

Byrne Asset Management LLC 3Y 1.01% Matisse Capital 3Y 7Y 0.82% ADVISORS MANAGEMENT GROUP INC /ADV 3Y 7Y 0.58% ABSOLUTE INVESTMENT ADVISERS, LLC 0.56% Illumine Investment Management, LLC 0.42% Camelot Portfolios, LLC 3Y 7Y 0.38% Gridiron Partners, LLC 0.37% Verity Asset Management, Inc. 3Y 7Y 0.32% Future Financial Wealth Managment LLC 3Y 0.31% MELFA WEALTH MANAGEMENT, INC. 3Y 0.22%

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 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

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 2026 Q1, when Solutions 4 Wealth, Ltd reported 2,822,329 shares, equal to 13.67% of portfolio, with an estimated market value of $9.1M.

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.

How well did Solutions 4 Wealth, Ltd time their VVR position?

Based on 13F filing dates vs. subsequent VVR price moves, Solutions 4 Wealth, Ltd correctly timed 7 out of 9 reported position changes (78%).

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