ZIMP
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Zimmermann Investment Management & Planning’s Innovator Premium Income 30 Barrier ETF January JANJ Stock Holding History

Zimmermann Investment Management & Planning’s Portfolio JANJ Stock Details JANJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-29,685
Closed -$734K – 66
2024
Q3 		$734K Sell
29,685
-828
-3% -$20.6K 0.23% 68
2024
Q2 		$753K Sell
30,513
-2,941
-9% -$73K 0.25% 62
2024
Q1 		$826K Buy
+33,454
New +$831K 0.3% 64

Other funds holding JANJ

SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
MFG
MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

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

Zimmermann Investment Management & Planning sold out of Innovator Premium Income 30 Barrier ETF January (JANJ) in Q4 2024, closing a stake of 29,685 shares — an estimated $734K sold.

Zimmermann Investment Management & Planning first reported a position in JANJ in Q1 2024 and held it in 3 quarters. The position peaked at $826K in Q1 2024. 15 funds tracked by Wall St. Rank hold JANJ as of Q4 2024.

  • Zimmermann Investment Management & Planning reported no remaining Innovator Premium Income 30 Barrier ETF January position as of Q4 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 29,685 Innovator Premium Income 30 Barrier ETF January shares in Q4 2024, an estimated $734K.
  • Zimmermann Investment Management & Planning first reported a position in Innovator Premium Income 30 Barrier ETF January in Q1 2024 and held it in 3 quarters.
  • Zimmermann Investment Management & Planning's Innovator Premium Income 30 Barrier ETF January position peaked at $826K in Q1 2024.
  • 15 funds tracked by Wall St. Rank held Innovator Premium Income 30 Barrier ETF January as of Q4 2024.

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