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Vima LLC’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Vima LLC’s Portfolio BSCU Stock Details BSCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,813
Closed -$30.2K – 455
2023
Q4 		$30.2K Buy
+1,813
New +$28.8K 0.07% 155

Other funds holding BSCU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Vima LLC's BSCU Position: Q1 2024 in Review

Vima LLC sold out of Invesco BulletShares 2030 Corporate Bond ETF (BSCU) in Q1 2024, closing a stake of 1,813 shares — an estimated $30.2K sold.

Vima LLC first reported a position in BSCU in Q4 2023 and held it in 1 quarter. The position peaked at $30.2K in Q4 2023. 115 funds tracked by Wall St. Rank hold BSCU as of Q1 2024.

  • Vima LLC reported no remaining Invesco BulletShares 2030 Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Vima LLC sold 1,813 Invesco BulletShares 2030 Corporate Bond ETF shares in Q1 2024, an estimated $30.2K.
  • Vima LLC first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q4 2023 and held it in 1 quarter.
  • Vima LLC's Invesco BulletShares 2030 Corporate Bond ETF position peaked at $30.2K in Q4 2023.
  • 115 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q1 2024.

Based on Vima LLC's 13F filing for Q1 2024, filed 17 May 2024.