VL
BSCW icon

Vima LLC’s Invesco BulletShares 2032 Corporate Bond ETF BSCW Stock Holding History

Vima LLC’s Portfolio BSCW Stock Details BSCW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,458
Closed -$30.2K – 456
2023
Q4 		$30.2K Buy
+1,458
New +$28.5K 0.07% 154

Other funds holding BSCW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
VBFG
Vishria Bird Financial Group Memphis, Tennessee $510M AUM 12.05% 1-Year Est. Return
SFG
Sterling Financial Group Pasadena, California $316M AUM 10.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vima LLC's BSCW Position: Q1 2024 in Review

Vima LLC sold out of Invesco BulletShares 2032 Corporate Bond ETF (BSCW) in Q1 2024, closing a stake of 1,458 shares — an estimated $30.2K sold.

Vima LLC first reported a position in BSCW in Q4 2023 and held it in 1 quarter. The position peaked at $30.2K in Q4 2023. 73 funds tracked by Wall St. Rank hold BSCW as of Q1 2024.

  • Vima LLC reported no remaining Invesco BulletShares 2032 Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Vima LLC sold 1,458 Invesco BulletShares 2032 Corporate Bond ETF shares in Q1 2024, an estimated $30.2K.
  • Vima LLC first reported a position in Invesco BulletShares 2032 Corporate Bond ETF in Q4 2023 and held it in 1 quarter.
  • Vima LLC's Invesco BulletShares 2032 Corporate Bond ETF position peaked at $30.2K in Q4 2023.
  • 73 funds tracked by Wall St. Rank held Invesco BulletShares 2032 Corporate Bond ETF as of Q1 2024.

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