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

Zimmermann Investment Management & Planning’s Portfolio FJAN Stock Details FJAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-11,361
Closed -$396K – 110
2023
Q1 		$396K Buy
+11,361
New +$387K 0.21% 76

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T
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Zimmermann Investment Management & Planning's FJAN Position: Q2 2023 in Review

Zimmermann Investment Management & Planning sold out of FT Vest US Equity Buffer ETF January (FJAN) in Q2 2023, closing a stake of 11,361 shares — an estimated $396K sold.

Zimmermann Investment Management & Planning first reported a position in FJAN in Q1 2023 and held it in 1 quarter. The position peaked at $396K in Q1 2023. 78 funds tracked by Wall St. Rank hold FJAN as of Q2 2023.

  • Zimmermann Investment Management & Planning reported no remaining FT Vest US Equity Buffer ETF January position as of Q2 2023 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 11,361 FT Vest US Equity Buffer ETF January shares in Q2 2023, an estimated $396K.
  • Zimmermann Investment Management & Planning first reported a position in FT Vest US Equity Buffer ETF January in Q1 2023 and held it in 1 quarter.
  • Zimmermann Investment Management & Planning's FT Vest US Equity Buffer ETF January position peaked at $396K in Q1 2023.
  • 78 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q2 2023.

Based on Zimmermann Investment Management & Planning's 13F filing for Q2 2023, filed 13 Jul 2023.