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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-7,457	Closed	-$377K	–	41
2024 Q3	$377K	Buy	+7,457	New	+$365K	0.12%	101
2024 Q1	–	Sell	-122,128	Closed	-$5.39M	–	141
2023 Q4	$5.39M	Sell	122,128 -2,960	-2%	-$124K	2.21%	14
2023 Q3	$5.07M	Buy	125,088 +23	+0%	+$957	2.43%	12
2023 Q2	$5.18M	Buy	125,065 +93,896	+301%	+$3.68M	2.41%	10
2023 Q1	$1.19M	Hold	31,169	–	–	0.62%	41
2022 Q4	$1.13M	Buy	31,169 +235	+0.8%	+$8.44K	0.65%	31
2022 Q3	$1.05M	Buy	30,934 +1,070	+4%	+$38.8K	0.66%	33
2022 Q2	$1.05M	Buy	+29,864	New	+$1.07M	0.72%	37

Other funds holding FJUN

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

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

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

KWS

Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return

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

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Zimmermann Investment Management & Planning sold out of FT Vest US Equity Buffer ETF June (FJUN) in Q4 2024, closing a stake of 7,457 shares — an estimated $377K sold.

Zimmermann Investment Management & Planning first reported a position in FJUN in Q2 2022 and held it in 8 quarters. The position peaked at $5.39M in Q4 2023. 145 funds tracked by Wall St. Rank hold FJUN as of Q4 2024.

Zimmermann Investment Management & Planning reported no remaining FT Vest US Equity Buffer ETF June position as of Q4 2024 after selling out during the quarter.
Zimmermann Investment Management & Planning sold 7,457 FT Vest US Equity Buffer ETF June shares in Q4 2024, an estimated $377K.
Zimmermann Investment Management & Planning first reported a position in FT Vest US Equity Buffer ETF June in Q2 2022 and held it in 8 quarters.
Zimmermann Investment Management & Planning's FT Vest US Equity Buffer ETF June position peaked at $5.39M in Q4 2023.
145 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q4 2024.

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