Zimmermann Investment Management & Planning’s First Trust Nasdaq-100 Select Equal Weight ETF QQEW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-5,727	Closed	-$718K	–	105
2024 Q3	$718K	Sell	5,727 -6,210	-52%	-$761K	0.22%	72
2024 Q2	$1.47M	Sell	11,937 -13,671	-53%	-$1.65M	0.49%	45
2024 Q1	$3.17M	Sell	25,608 -33,475	-57%	-$4.03M	1.14%	29
2023 Q4	$6.94M	Buy	59,083 +4,487	+8%	+$483K	2.84%	8
2023 Q3	$5.68M	Buy	+54,596	New	+$5.87M	2.72%	10

Other funds holding QQEW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

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

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

Zimmermann Investment Management & Planning sold out of First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) in Q4 2024, closing a stake of 5,727 shares — an estimated $718K sold.

Zimmermann Investment Management & Planning first reported a position in QQEW in Q3 2023 and held it in 5 quarters. The position peaked at $6.94M in Q4 2023. 245 funds tracked by Wall St. Rank hold QQEW as of Q4 2024.

Zimmermann Investment Management & Planning reported no remaining First Trust Nasdaq-100 Select Equal Weight ETF position as of Q4 2024 after selling out during the quarter.
Zimmermann Investment Management & Planning sold 5,727 First Trust Nasdaq-100 Select Equal Weight ETF shares in Q4 2024, an estimated $718K.
Zimmermann Investment Management & Planning first reported a position in First Trust Nasdaq-100 Select Equal Weight ETF in Q3 2023 and held it in 5 quarters.
Zimmermann Investment Management & Planning's First Trust Nasdaq-100 Select Equal Weight ETF position peaked at $6.94M in Q4 2023.
245 funds tracked by Wall St. Rank held First Trust Nasdaq-100 Select Equal Weight ETF as of Q4 2024.

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