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

Zimmermann Investment Management & Planning’s Portfolio FSEP Stock Details FSEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-111,724
Closed -$5.02M – 44
2024
Q3 		$5.02M Buy
+111,724
New +$4.93M 1.54% 20

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KAS
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RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
CW
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AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

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

Zimmermann Investment Management & Planning sold out of FT Vest US Equity Buffer ETF September (FSEP) in Q4 2024, closing a stake of 111,724 shares — an estimated $5.02M sold.

Zimmermann Investment Management & Planning first reported a position in FSEP in Q3 2024 and held it in 1 quarter. The position peaked at $5.02M in Q3 2024. 132 funds tracked by Wall St. Rank hold FSEP as of Q4 2024.

  • Zimmermann Investment Management & Planning reported no remaining FT Vest US Equity Buffer ETF September position as of Q4 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 111,724 FT Vest US Equity Buffer ETF September shares in Q4 2024, an estimated $5.02M.
  • Zimmermann Investment Management & Planning first reported a position in FT Vest US Equity Buffer ETF September in Q3 2024 and held it in 1 quarter.
  • Zimmermann Investment Management & Planning's FT Vest US Equity Buffer ETF September position peaked at $5.02M in Q3 2024.
  • 132 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF September as of Q4 2024.

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