ZIMP
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Zimmermann Investment Management & Planning’s FT Vest US Equity Buffer ETF February FFEB Stock Holding History

Zimmermann Investment Management & Planning’s Portfolio FFEB Stock Details FFEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-118,952
Closed -$5.57M – 149
2024
Q2 		$5.57M Sell
118,952
-4,010
-3% -$182K 1.86% 17
2024
Q1 		$5.57M Buy
+122,962
New +$5.39M 2.01% 12

Other funds holding FFEB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Zimmermann Investment Management & Planning's FFEB Position: Q3 2024 in Review

Zimmermann Investment Management & Planning sold out of FT Vest US Equity Buffer ETF February (FFEB) in Q3 2024, closing a stake of 118,952 shares — an estimated $5.57M sold.

Zimmermann Investment Management & Planning first reported a position in FFEB in Q1 2024 and held it in 2 quarters. The position peaked at $5.57M in Q1 2024. 151 funds tracked by Wall St. Rank hold FFEB as of Q3 2024.

  • Zimmermann Investment Management & Planning reported no remaining FT Vest US Equity Buffer ETF February position as of Q3 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 118,952 FT Vest US Equity Buffer ETF February shares in Q3 2024, an estimated $5.57M.
  • Zimmermann Investment Management & Planning first reported a position in FT Vest US Equity Buffer ETF February in Q1 2024 and held it in 2 quarters.
  • Zimmermann Investment Management & Planning's FT Vest US Equity Buffer ETF February position peaked at $5.57M in Q1 2024.
  • 151 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF February as of Q3 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q3 2024, filed 24 Oct 2024.