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Zimmermann Investment Management & Planning’s Invesco QQQ Trust QQQ Stock Holding History

Zimmermann Investment Management & Planning’s Portfolio QQQ Stock Details QQQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$509K Sell
996
-52,872
-98% -$26.7M 22.46% 1
2024
Q3 		$26.3M Buy
53,868
+3,644
+7% +$1.72M 8.07% 1
2024
Q2 		$24.1M Buy
50,224
+1,636
+3% +$736K 8.04% 1
2024
Q1 		$21.6M Buy
48,588
+2,093
+5% +$897K 7.77% 1
2023
Q4 		$19M Buy
46,495
+3,137
+7% +$1.19M 7.79% 1
2023
Q3 		$15.5M Buy
43,358
+12,697
+41% +$4.71M 7.45% 1
2023
Q2 		$11.3M Buy
30,661
+3,181
+12% +$1.07M 5.27% 1
2023
Q1 		$8.82M Sell
27,480
-13,266
-33% -$3.91M 4.61% 4
2022
Q4 		$10.8M Buy
40,746
+481
+1% +$133K 6.26% 1
2022
Q3 		$10.8M Buy
40,265
+2,921
+8% +$882K 6.7% 1
2022
Q2 		$10.5M Buy
37,344
+1,395
+4% +$433K 7.17% 1
2022
Q1 		$13M Buy
35,949
+2,146
+6% +$762K 7.73% 1
2021
Q4 		$13.4M Buy
+33,803
New +$13M 7.54% 1

Other funds holding QQQ

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Zimmermann Investment Management & Planning reduced its Invesco QQQ Trust (QQQ) stake by 98% in Q4 2024, selling an estimated $26.7M and leaving 996 shares worth $509K. The position accounts for 22.46% of the portfolio, ranked #1.

Zimmermann Investment Management & Planning first reported a position in QQQ in Q4 2021 and has held it in 13 quarters since. The position peaked at $26.3M in Q3 2024. 3,409 funds tracked by Wall St. Rank hold QQQ as of Q4 2024.

  • Zimmermann Investment Management & Planning held 996 shares of Invesco QQQ Trust worth $509K as of Q4 2024.
  • Zimmermann Investment Management & Planning sold 52,872 Invesco QQQ Trust shares in Q4 2024, an estimated $26.7M.
  • Invesco QQQ Trust made up 22.46% of Zimmermann Investment Management & Planning's portfolio in Q4 2024, its #1 holding.
  • Zimmermann Investment Management & Planning first reported a position in Invesco QQQ Trust in Q4 2021 and has held it in 13 quarters since.
  • Zimmermann Investment Management & Planning's Invesco QQQ Trust position peaked at $26.3M in Q3 2024.
  • 3,409 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q4 2024.

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