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Zimmermann Investment Management & Planning’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Zimmermann Investment Management & Planning’s Portfolio RSP Stock Details RSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,819
Closed -$326K – 109
2024
Q3 		$326K Buy
1,819
+60
+3% +$10.3K 0.1% 106
2024
Q2 		$289K Buy
1,759
+334
+23% +$54.9K 0.1% 110
2024
Q1 		$241K Buy
+1,425
New +$229K 0.09% 119

Other funds holding RSP

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

Zimmermann Investment Management & Planning sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q4 2024, closing a stake of 1,819 shares — an estimated $326K sold.

Zimmermann Investment Management & Planning first reported a position in RSP in Q1 2024 and held it in 3 quarters. The position peaked at $326K in Q3 2024. 1,913 funds tracked by Wall St. Rank hold RSP as of Q4 2024.

  • Zimmermann Investment Management & Planning reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q4 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 1,819 Invesco S&P 500 Equal Weight ETF shares in Q4 2024, an estimated $326K.
  • Zimmermann Investment Management & Planning first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2024 and held it in 3 quarters.
  • Zimmermann Investment Management & Planning's Invesco S&P 500 Equal Weight ETF position peaked at $326K in Q3 2024.
  • 1,913 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2024.

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