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Zimmermann Investment Management & Planning’s FT Vest US Equity Enhance & Moderate Buffer ETF February XFEB Stock Holding History

Zimmermann Investment Management & Planning’s Portfolio XFEB Stock Details XFEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-6,852
Closed -$220K – 144
2024
Q3 		$220K Sell
6,852
-4,982
-42% -$158K 0.07% 139
2024
Q2 		$371K Sell
11,834
-2,473
-17% -$76K 0.12% 100
2024
Q1 		$437K Buy
+14,307
New +$433K 0.16% 90

Other funds holding XFEB

HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Zimmermann Investment Management & Planning sold out of FT Vest US Equity Enhance & Moderate Buffer ETF February (XFEB) in Q4 2024, closing a stake of 6,852 shares — an estimated $220K sold.

Zimmermann Investment Management & Planning first reported a position in XFEB in Q1 2024 and held it in 3 quarters. The position peaked at $437K in Q1 2024. 22 funds tracked by Wall St. Rank hold XFEB as of Q4 2024.

  • Zimmermann Investment Management & Planning reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF February position as of Q4 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 6,852 FT Vest US Equity Enhance & Moderate Buffer ETF February shares in Q4 2024, an estimated $220K.
  • Zimmermann Investment Management & Planning first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF February in Q1 2024 and held it in 3 quarters.
  • Zimmermann Investment Management & Planning's FT Vest US Equity Enhance & Moderate Buffer ETF February position peaked at $437K in Q1 2024.
  • 22 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF February as of Q4 2024.

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