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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-4,799	Closed	-$231K	–	40
2024 Q3	$231K	Buy	+4,799	New	+$224K	0.07%	135
2023 Q2	–	Sell	-7,773	Closed	-$281K	–	111
2023 Q1	$281K	Hold	7,773	–	–	0.15%	95
2022 Q4	$267K	Hold	7,773	–	–	0.15%	78
2022 Q3	$252K	Buy	+7,773	New	+$269K	0.16%	78

Other funds holding FJUL

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return

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

FSA

Financial Services Advisory Rockville, Maryland $210M AUM 19.93% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

GWM

GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

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

Zimmermann Investment Management & Planning sold out of FT Vest US Equity Buffer ETF July (FJUL) in Q4 2024, closing a stake of 4,799 shares — an estimated $231K sold.

Zimmermann Investment Management & Planning first reported a position in FJUL in Q3 2022 and held it in 4 quarters. The position peaked at $281K in Q1 2023. 150 funds tracked by Wall St. Rank hold FJUL as of Q4 2024.

Zimmermann Investment Management & Planning reported no remaining FT Vest US Equity Buffer ETF July position as of Q4 2024 after selling out during the quarter.
Zimmermann Investment Management & Planning sold 4,799 FT Vest US Equity Buffer ETF July shares in Q4 2024, an estimated $231K.
Zimmermann Investment Management & Planning first reported a position in FT Vest US Equity Buffer ETF July in Q3 2022 and held it in 4 quarters.
Zimmermann Investment Management & Planning's FT Vest US Equity Buffer ETF July position peaked at $281K in Q1 2023.
150 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q4 2024.

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