Zimmermann Investment Management & Planning’s FT Vest Growth-100 Buffer ETF June QJUN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-14,707	Closed	-$397K	–	104
2024 Q3	$397K	Buy	14,707 +3,285	+29%	+$86.7K	0.12%	95
2024 Q2	$302K	Sell	11,422 -1,642	-13%	-$42.4K	0.1%	108
2024 Q1	$333K	Sell	13,064 -2,204	-14%	-$54.7K	0.12%	104
2023 Q4	$368K	Sell	15,268 -23	-0.2%	-$525	0.15%	85
2023 Q3	$334K	Buy	15,291 +1,108	+8%	+$24.7K	0.16%	82
2023 Q2	$316K	Buy	+14,183	New	+$300K	0.15%	84

Other funds holding QJUN

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KCM

Kaye Capital Management El Segundo, California $260M AUM 11.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Zimmermann Investment Management & Planning sold out of FT Vest Growth-100 Buffer ETF June (QJUN) in Q4 2024, closing a stake of 14,707 shares — an estimated $397K sold.

Zimmermann Investment Management & Planning first reported a position in QJUN in Q2 2023 and held it in 6 quarters. The position peaked at $397K in Q3 2024. 114 funds tracked by Wall St. Rank hold QJUN as of Q4 2024.

Zimmermann Investment Management & Planning reported no remaining FT Vest Growth-100 Buffer ETF June position as of Q4 2024 after selling out during the quarter.
Zimmermann Investment Management & Planning sold 14,707 FT Vest Growth-100 Buffer ETF June shares in Q4 2024, an estimated $397K.
Zimmermann Investment Management & Planning first reported a position in FT Vest Growth-100 Buffer ETF June in Q2 2023 and held it in 6 quarters.
Zimmermann Investment Management & Planning's FT Vest Growth-100 Buffer ETF June position peaked at $397K in Q3 2024.
114 funds tracked by Wall St. Rank held FT Vest Growth-100 Buffer ETF June as of Q4 2024.

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