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Zimmermann Investment Management & Planning’s Global X Defense Tech ETF SHLD Stock Holding History

Zimmermann Investment Management & Planning’s Portfolio SHLD Stock Details SHLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-145,222
Closed -$5.41M – 115
2024
Q3 		$5.41M Buy
+145,222
New +$5.17M 1.66% 18

Other funds holding SHLD

3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
SMF
Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Zimmermann Investment Management & Planning sold out of Global X Defense Tech ETF (SHLD) in Q4 2024, closing a stake of 145,222 shares — an estimated $5.41M sold.

Zimmermann Investment Management & Planning first reported a position in SHLD in Q3 2024 and held it in 1 quarter. The position peaked at $5.41M in Q3 2024. 110 funds tracked by Wall St. Rank hold SHLD as of Q4 2024.

  • Zimmermann Investment Management & Planning reported no remaining Global X Defense Tech ETF position as of Q4 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 145,222 Global X Defense Tech ETF shares in Q4 2024, an estimated $5.41M.
  • Zimmermann Investment Management & Planning first reported a position in Global X Defense Tech ETF in Q3 2024 and held it in 1 quarter.
  • Zimmermann Investment Management & Planning's Global X Defense Tech ETF position peaked at $5.41M in Q3 2024.
  • 110 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q4 2024.

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