DWM
AIMBU

Dakota Wealth Management’s Aimfinity Investment Corp I Subunit AIMBU Stock Holding History

Dakota Wealth Management’s Portfolio AIMBU Stock Details AIMBU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-15,000
Closed -$176K – 813
2024
Q4 		$176K Hold
15,000
– – ﹤0.01% 720
2024
Q3 		$173K Hold
15,000
– – ﹤0.01% 699
2024
Q2 		$170K Hold
15,000
– – ﹤0.01% 680
2024
Q1 		$167K Hold
15,000
– – ﹤0.01% 681
2023
Q4 		$164K Hold
15,000
– – 0.01% 620
2023
Q3 		$160K Hold
15,000
– – 0.01% 618
2023
Q2 		$158K Sell
15,000
-1,100
-7% -$11.4K 0.01% 605
2023
Q1 		$158K Buy
16,100
+4,100
+34% +$42K 0.01% 583
2022
Q4 		$120K Buy
+12,000
New +$120K 0.01% 576

Other funds holding AIMBU

CCC
Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
HCI
Harraden Circle Investments New York $499M AUM 24.03% 1-Year Est. Return
WRBC
W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Dakota Wealth Management's AIMBU Position: Q1 2025 in Review

Dakota Wealth Management sold out of Aimfinity Investment Corp I Subunit (AIMBU) in Q1 2025, closing a stake of 15,000 shares — an estimated $176K sold.

Dakota Wealth Management first reported a position in AIMBU in Q4 2022 and held it in 9 quarters. The position peaked at $176K in Q4 2024. 7 funds tracked by Wall St. Rank hold AIMBU as of Q1 2025.

  • Dakota Wealth Management reported no remaining Aimfinity Investment Corp I Subunit position as of Q1 2025 after selling out during the quarter.
  • Dakota Wealth Management sold 15,000 Aimfinity Investment Corp I Subunit shares in Q1 2025, an estimated $176K.
  • Dakota Wealth Management first reported a position in Aimfinity Investment Corp I Subunit in Q4 2022 and held it in 9 quarters.
  • Dakota Wealth Management's Aimfinity Investment Corp I Subunit position peaked at $176K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Aimfinity Investment Corp I Subunit as of Q1 2025.

Based on Dakota Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.