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

Zimmermann Investment Management & Planning’s Portfolio FMAR Stock Details FMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-7,104
Closed -$239K – 112
2023
Q1 		$239K Buy
+7,104
New +$231K 0.12% 100

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Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Cambridge Investment Research Advisors
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Zimmermann Investment Management & Planning's FMAR Position: Q2 2023 in Review

Zimmermann Investment Management & Planning sold out of FT Vest US Equity Buffer ETF March (FMAR) in Q2 2023, closing a stake of 7,104 shares — an estimated $239K sold.

Zimmermann Investment Management & Planning first reported a position in FMAR in Q1 2023 and held it in 1 quarter. The position peaked at $239K in Q1 2023. 68 funds tracked by Wall St. Rank hold FMAR as of Q2 2023.

  • Zimmermann Investment Management & Planning reported no remaining FT Vest US Equity Buffer ETF March position as of Q2 2023 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 7,104 FT Vest US Equity Buffer ETF March shares in Q2 2023, an estimated $239K.
  • Zimmermann Investment Management & Planning first reported a position in FT Vest US Equity Buffer ETF March in Q1 2023 and held it in 1 quarter.
  • Zimmermann Investment Management & Planning's FT Vest US Equity Buffer ETF March position peaked at $239K in Q1 2023.
  • 68 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF March as of Q2 2023.

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