ZIMP
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Zimmermann Investment Management & Planning’s Innovator Buffer Step-Up Strategy ETF BSTP Stock Holding History

Zimmermann Investment Management & Planning’s Portfolio BSTP Stock Details BSTP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-16,691
Closed -$546K – 21
2024
Q3 		$546K Buy
16,691
+3,971
+31% +$126K 0.17% 81
2024
Q2 		$399K Buy
12,720
+506
+4% +$15.4K 0.13% 94
2024
Q1 		$370K Sell
12,214
-220
-2% -$6.45K 0.13% 100
2023
Q4 		$354K Buy
12,434
+1,235
+11% +$33.5K 0.14% 88
2023
Q3 		$296K Buy
11,199
+1,677
+18% +$45.5K 0.14% 86
2023
Q2 		$258K Buy
+9,522
New +$247K 0.12% 90

Other funds holding BSTP

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
DBRC
D.B. Root & Company Pittsburgh, Pennsylvania $419M AUM 15.03% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $1.94B AUM 25.76% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return
CTFG
Capstone Triton Financial Group Oklahoma City, Oklahoma $57.4M AUM 24.19% 1-Year Est. Return

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

Zimmermann Investment Management & Planning sold out of Innovator Buffer Step-Up Strategy ETF (BSTP) in Q4 2024, closing a stake of 16,691 shares — an estimated $546K sold.

Zimmermann Investment Management & Planning first reported a position in BSTP in Q2 2023 and held it in 6 quarters. The position peaked at $546K in Q3 2024. 39 funds tracked by Wall St. Rank hold BSTP as of Q4 2024.

  • Zimmermann Investment Management & Planning reported no remaining Innovator Buffer Step-Up Strategy ETF position as of Q4 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 16,691 Innovator Buffer Step-Up Strategy ETF shares in Q4 2024, an estimated $546K.
  • Zimmermann Investment Management & Planning first reported a position in Innovator Buffer Step-Up Strategy ETF in Q2 2023 and held it in 6 quarters.
  • Zimmermann Investment Management & Planning's Innovator Buffer Step-Up Strategy ETF position peaked at $546K in Q3 2024.
  • 39 funds tracked by Wall St. Rank held Innovator Buffer Step-Up Strategy ETF as of Q4 2024.

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