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Zimmermann Investment Management & Planning’s FT Vest US Equity Buffer ETF August FAUG Stock Holding History

Zimmermann Investment Management & Planning’s Portfolio FAUG Stock Details FAUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-11,450
Closed -$524K – 37
2024
Q3 		$524K Buy
+11,450
New +$511K 0.16% 84

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WAP
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Osaic Holdings
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CW
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LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return

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

Zimmermann Investment Management & Planning sold out of FT Vest US Equity Buffer ETF August (FAUG) in Q4 2024, closing a stake of 11,450 shares — an estimated $524K sold.

Zimmermann Investment Management & Planning first reported a position in FAUG in Q3 2024 and held it in 1 quarter. The position peaked at $524K in Q3 2024. 158 funds tracked by Wall St. Rank hold FAUG as of Q4 2024.

  • Zimmermann Investment Management & Planning reported no remaining FT Vest US Equity Buffer ETF August position as of Q4 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 11,450 FT Vest US Equity Buffer ETF August shares in Q4 2024, an estimated $524K.
  • Zimmermann Investment Management & Planning first reported a position in FT Vest US Equity Buffer ETF August in Q3 2024 and held it in 1 quarter.
  • Zimmermann Investment Management & Planning's FT Vest US Equity Buffer ETF August position peaked at $524K in Q3 2024.
  • 158 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF August as of Q4 2024.

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