ZIMP
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Zimmermann Investment Management & Planning’s Innovator Premium Income 30 Barrier ETF April APRJ Stock Holding History

Zimmermann Investment Management & Planning’s Portfolio APRJ Stock Details APRJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-14,974
Closed -$369K – 13
2024
Q3 		$369K Sell
14,974
-949
-6% -$23.5K 0.11% 104
2024
Q2 		$391K Buy
15,923
+873
+6% +$21.5K 0.13% 96
2024
Q1 		$369K Buy
15,050
+342
+2% +$8.47K 0.13% 101
2023
Q4 		$361K Hold
14,708
– – 0.15% 87
2023
Q3 		$361K Hold
14,708
– – 0.17% 79
2023
Q2 		$363K Buy
+14,708
New +$363K 0.17% 80

Other funds holding APRJ

WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
MFG
MTM Financial Group Bethlehem, Pennsylvania $213M AUM 10.14% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Zimmermann Investment Management & Planning's APRJ Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of Innovator Premium Income 30 Barrier ETF April (APRJ) in Q4 2024, closing a stake of 14,974 shares — an estimated $369K sold.

Zimmermann Investment Management & Planning first reported a position in APRJ in Q2 2023 and held it in 6 quarters. The position peaked at $391K in Q2 2024. 26 funds tracked by Wall St. Rank hold APRJ as of Q4 2024.

  • Zimmermann Investment Management & Planning reported no remaining Innovator Premium Income 30 Barrier ETF April position as of Q4 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 14,974 Innovator Premium Income 30 Barrier ETF April shares in Q4 2024, an estimated $369K.
  • Zimmermann Investment Management & Planning first reported a position in Innovator Premium Income 30 Barrier ETF April in Q2 2023 and held it in 6 quarters.
  • Zimmermann Investment Management & Planning's Innovator Premium Income 30 Barrier ETF April position peaked at $391K in Q2 2024.
  • 26 funds tracked by Wall St. Rank held Innovator Premium Income 30 Barrier ETF April as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.