Zimmermann Investment Management & Planning’s Franklin International Core Dividend Tilt Index ETF DIVI Stock Holding History

Zimmermann Investment Management & Planning’s Portfolio DIVI Stock Details DIVI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-8,589	Closed	-$264K	–	140
2023 Q4	$264K	Sell	8,589 -23,009	-73%	-$659K	0.11%	105
2023 Q3	$882K	Sell	31,598 -115,784	-79%	-$3.36M	0.42%	50
2023 Q2	$4.31M	Buy	147,382 +37,847	+35%	+$1.11M	2%	16
2023 Q1	$3.15M	Buy	+109,535	New	+$3.1M	1.64%	15

Other funds holding DIVI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

TWM

TriaGen Wealth Management Calabasas, California $400M AUM 39.13% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Zimmermann Investment Management & Planning's DIVI Position: Q1 2024 in Review

Zimmermann Investment Management & Planning sold out of Franklin International Core Dividend Tilt Index ETF (DIVI) in Q1 2024, closing a stake of 8,589 shares — an estimated $264K sold.

Zimmermann Investment Management & Planning first reported a position in DIVI in Q1 2023 and held it in 4 quarters. The position peaked at $4.31M in Q2 2023. 96 funds tracked by Wall St. Rank hold DIVI as of Q1 2024.

Zimmermann Investment Management & Planning reported no remaining Franklin International Core Dividend Tilt Index ETF position as of Q1 2024 after selling out during the quarter.
Zimmermann Investment Management & Planning sold 8,589 Franklin International Core Dividend Tilt Index ETF shares in Q1 2024, an estimated $264K.
Zimmermann Investment Management & Planning first reported a position in Franklin International Core Dividend Tilt Index ETF in Q1 2023 and held it in 4 quarters.
Zimmermann Investment Management & Planning's Franklin International Core Dividend Tilt Index ETF position peaked at $4.31M in Q2 2023.
96 funds tracked by Wall St. Rank held Franklin International Core Dividend Tilt Index ETF as of Q1 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q1 2024, filed 23 Apr 2024.