Zimmermann Investment Management & Planning’s Northern Trust International Quality Dividend Dynamic ETF IQDY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-51,503	Closed	-$1.21M	–	98
2022 Q2	$1.21M	Buy	51,503 +3,163	+7%	+$83.6K	0.83%	34
2022 Q1	$1.38M	Buy	48,340 +28,702	+146%	+$844K	0.82%	32
2021 Q4	$595K	Buy	+19,638	New	+$594K	0.33%	51

Other funds holding IQDY

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WWM

Western Wealth Management Golden, Colorado $3.06B AUM 26.31% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Zimmermann Investment Management & Planning's IQDY Position: Q3 2022 in Review

Zimmermann Investment Management & Planning sold out of Northern Trust International Quality Dividend Dynamic ETF (IQDY) in Q3 2022, closing a stake of 51,503 shares — an estimated $1.21M sold.

Zimmermann Investment Management & Planning first reported a position in IQDY in Q4 2021 and held it in 3 quarters. The position peaked at $1.38M in Q1 2022. 27 funds tracked by Wall St. Rank hold IQDY as of Q3 2022.

Zimmermann Investment Management & Planning reported no remaining Northern Trust International Quality Dividend Dynamic ETF position as of Q3 2022 after selling out during the quarter.
Zimmermann Investment Management & Planning sold 51,503 Northern Trust International Quality Dividend Dynamic ETF shares in Q3 2022, an estimated $1.21M.
Zimmermann Investment Management & Planning first reported a position in Northern Trust International Quality Dividend Dynamic ETF in Q4 2021 and held it in 3 quarters.
Zimmermann Investment Management & Planning's Northern Trust International Quality Dividend Dynamic ETF position peaked at $1.38M in Q1 2022.
27 funds tracked by Wall St. Rank held Northern Trust International Quality Dividend Dynamic ETF as of Q3 2022.

Based on Zimmermann Investment Management & Planning's 13F filing for Q3 2022, filed 1 Nov 2022.