Zimmermann Investment Management & Planning’s Innovator Premium Income 30 Barrier ETF July JULJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-33,649	Closed	-$839K	–	74
2024 Q3	$839K	Buy	33,649 +6,666	+25%	+$167K	0.26%	64
2024 Q2	$670K	Sell	26,983 -348	-1%	-$8.72K	0.22%	68
2024 Q1	$681K	Sell	27,331 -863	-3%	-$21.7K	0.25%	71
2023 Q4	$702K	Buy	28,194 +728	+3%	+$18.2K	0.29%	58
2023 Q3	$679K	Buy	+27,466	New	+$686K	0.33%	55

Other funds holding JULJ

WIA

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

MFG

MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return

RFWA

RPg Family Wealth Advisory Burlington, Massachusetts $600M AUM 36.53% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

BIM

Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

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

Zimmermann Investment Management & Planning sold out of Innovator Premium Income 30 Barrier ETF July (JULJ) in Q4 2024, closing a stake of 33,649 shares — an estimated $839K sold.

Zimmermann Investment Management & Planning first reported a position in JULJ in Q3 2023 and held it in 5 quarters. The position peaked at $839K in Q3 2024. 17 funds tracked by Wall St. Rank hold JULJ as of Q4 2024.

Zimmermann Investment Management & Planning reported no remaining Innovator Premium Income 30 Barrier ETF July position as of Q4 2024 after selling out during the quarter.
Zimmermann Investment Management & Planning sold 33,649 Innovator Premium Income 30 Barrier ETF July shares in Q4 2024, an estimated $839K.
Zimmermann Investment Management & Planning first reported a position in Innovator Premium Income 30 Barrier ETF July in Q3 2023 and held it in 5 quarters.
Zimmermann Investment Management & Planning's Innovator Premium Income 30 Barrier ETF July position peaked at $839K in Q3 2024.
17 funds tracked by Wall St. Rank held Innovator Premium Income 30 Barrier ETF July as of Q4 2024.

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