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

Zimmermann Investment Management & Planning’s Portfolio OCTJ Stock Details OCTJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-18,260
Closed -$436K – 89
2024
Q3 		$436K Sell
18,260
-3,430
-16% -$82.7K 0.13% 91
2024
Q2 		$520K Sell
21,690
-603
-3% -$14.6K 0.17% 79
2024
Q1 		$536K Buy
22,293
+486
+2% +$11.8K 0.19% 82
2023
Q4 		$526K Buy
+21,807
New +$526K 0.22% 67

Other funds holding OCTJ

BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
MFG
MTM Financial Group Bethlehem, Pennsylvania $213M AUM 10.14% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Zimmermann Investment Management & Planning sold out of Innovator Premium Income 30 Barrier ETF October (OCTJ) in Q4 2024, closing a stake of 18,260 shares — an estimated $436K sold.

Zimmermann Investment Management & Planning first reported a position in OCTJ in Q4 2023 and held it in 4 quarters. The position peaked at $536K in Q1 2024. 17 funds tracked by Wall St. Rank hold OCTJ as of Q4 2024.

  • Zimmermann Investment Management & Planning reported no remaining Innovator Premium Income 30 Barrier ETF October position as of Q4 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 18,260 Innovator Premium Income 30 Barrier ETF October shares in Q4 2024, an estimated $436K.
  • Zimmermann Investment Management & Planning first reported a position in Innovator Premium Income 30 Barrier ETF October in Q4 2023 and held it in 4 quarters.
  • Zimmermann Investment Management & Planning's Innovator Premium Income 30 Barrier ETF October position peaked at $536K in Q1 2024.
  • 17 funds tracked by Wall St. Rank held Innovator Premium Income 30 Barrier ETF October as of Q4 2024.

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