Vista Cima Wealth Management LLC
Position in DHY — Ubs Asset Management High Yield Credit Fund
CIK 2055907
SURPRISE, AZ
Position in DHY
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$19,580
+$580 QoQ
Shares Held
1,100
+10.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#76
of 86 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DHY Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Vista Cima Wealth Management LLC holds $4,682,109 across 2 Asset Management names. DHY ranks #2 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
|
28,863 | $4,662,529 | |
| 2 | DHY |
Ubs Asset Management High Yield Credit Fund
This page
|
1,100 | $19,580 |
All Filings in DHY
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,580 | 11,000 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $19,000 | 10,000 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $20,000 | 10,000 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $20,600 | 10,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $21,300 | 10,000 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $21,200 | 10,000 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $21,400 | 10,000 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||