ZIMP
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Zimmermann Investment Management & Planning’s State Street SPDR S&P 1500 Momentum Tilt ETF MMTM Stock Holding History

Zimmermann Investment Management & Planning’s Portfolio MMTM Stock Details MMTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-13,586
Closed -$2.52M – 113
2023
Q2 		$2.52M Sell
13,586
-3,062
-18% -$535K 1.17% 30
2023
Q1 		$2.81M Buy
+16,648
New +$2.8M 1.47% 20

Other funds holding MMTM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return
MCA
Magnolia Capital Advisors Jackson, Mississippi $509M AUM 18.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Zimmermann Investment Management & Planning's MMTM Position: Q3 2023 in Review

Zimmermann Investment Management & Planning sold out of State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) in Q3 2023, closing a stake of 13,586 shares — an estimated $2.52M sold.

Zimmermann Investment Management & Planning first reported a position in MMTM in Q1 2023 and held it in 2 quarters. The position peaked at $2.81M in Q1 2023. 40 funds tracked by Wall St. Rank hold MMTM as of Q3 2023.

  • Zimmermann Investment Management & Planning reported no remaining State Street SPDR S&P 1500 Momentum Tilt ETF position as of Q3 2023 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 13,586 State Street SPDR S&P 1500 Momentum Tilt ETF shares in Q3 2023, an estimated $2.52M.
  • Zimmermann Investment Management & Planning first reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF in Q1 2023 and held it in 2 quarters.
  • Zimmermann Investment Management & Planning's State Street SPDR S&P 1500 Momentum Tilt ETF position peaked at $2.81M in Q1 2023.
  • 40 funds tracked by Wall St. Rank held State Street SPDR S&P 1500 Momentum Tilt ETF as of Q3 2023.

Based on Zimmermann Investment Management & Planning's 13F filing for Q3 2023, filed 31 Oct 2023.