Zimmermann Investment Management & Planning’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$286K	Buy	+2,919	New	+$293K	12.61%	4

Other funds holding RWL

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

FFW

Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

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

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

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

Zimmermann Investment Management & Planning opened a new position in Invesco S&P 500 Revenue ETF (RWL) in Q4 2024: 2,919 shares worth $286K. The stake represents 12.61% of the portfolio and ranks #4 among its holdings.

242 funds tracked by Wall St. Rank hold RWL as of Q4 2024.

Zimmermann Investment Management & Planning held 2,919 shares of Invesco S&P 500 Revenue ETF worth $286K as of Q4 2024.
Invesco S&P 500 Revenue ETF was a new Zimmermann Investment Management & Planning position in Q4 2024.
Invesco S&P 500 Revenue ETF made up 12.61% of Zimmermann Investment Management & Planning's portfolio in Q4 2024, its #4 holding.
242 funds tracked by Wall St. Rank held Invesco S&P 500 Revenue ETF as of Q4 2024.

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