ZIMP
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Zimmermann Investment Management & Planning’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Zimmermann Investment Management & Planning’s Portfolio PAVE Stock Details PAVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-180,263
Closed -$7.42M – 93
2024
Q3 		$7.42M Buy
180,263
+7,520
+4% +$289K 2.28% 11
2024
Q2 		$6.39M Buy
172,743
+12,037
+7% +$460K 2.14% 13
2024
Q1 		$6.4M Buy
160,706
+12,519
+8% +$453K 2.3% 9
2023
Q4 		$5.11M Buy
148,187
+9,296
+7% +$289K 2.09% 18
2023
Q3 		$4.22M Buy
138,891
+14,351
+12% +$453K 2.02% 16
2023
Q2 		$3.91M Buy
124,540
+14,271
+13% +$405K 1.82% 19
2023
Q1 		$3.13M Buy
110,269
+79,502
+258% +$2.25M 1.63% 16
2022
Q4 		$815K Sell
30,767
-10,218
-25% -$268K 0.47% 42
2022
Q3 		$945K Sell
40,985
-116,884
-74% -$2.93M 0.59% 35
2022
Q2 		$3.6M Buy
157,869
+3,551
+2% +$90.9K 2.46% 12
2022
Q1 		$4.36M Sell
154,318
-8,177
-5% -$222K 2.59% 13
2021
Q4 		$4.68M Buy
+162,495
New +$4.52M 2.62% 13

Other funds holding PAVE

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

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

Zimmermann Investment Management & Planning sold out of Global X US Infrastructure Development ETF (PAVE) in Q4 2024, closing a stake of 180,263 shares — an estimated $7.42M sold.

Zimmermann Investment Management & Planning first reported a position in PAVE in Q4 2021 and held it in 12 quarters. The position peaked at $7.42M in Q3 2024. 593 funds tracked by Wall St. Rank hold PAVE as of Q4 2024.

  • Zimmermann Investment Management & Planning reported no remaining Global X US Infrastructure Development ETF position as of Q4 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 180,263 Global X US Infrastructure Development ETF shares in Q4 2024, an estimated $7.42M.
  • Zimmermann Investment Management & Planning first reported a position in Global X US Infrastructure Development ETF in Q4 2021 and held it in 12 quarters.
  • Zimmermann Investment Management & Planning's Global X US Infrastructure Development ETF position peaked at $7.42M in Q3 2024.
  • 593 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q4 2024.

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