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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-12,023	Closed	-$422K	–	144
2023 Q4	$422K	Sell	12,023 -908	-7%	-$30.8K	0.17%	74
2023 Q3	$428K	Buy	12,931 +212	+2%	+$7.11K	0.21%	75
2023 Q2	$425K	Buy	+12,719	New	+$417K	0.2%	71

Other funds holding XJUN

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

HWM

HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return

BIM

Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Zimmermann Investment Management & Planning's XJUN Position: Q1 2024 in Review

Zimmermann Investment Management & Planning sold out of FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) in Q1 2024, closing a stake of 12,023 shares — an estimated $422K sold.

Zimmermann Investment Management & Planning first reported a position in XJUN in Q2 2023 and held it in 3 quarters. The position peaked at $428K in Q3 2023. 65 funds tracked by Wall St. Rank hold XJUN as of Q1 2024.

Zimmermann Investment Management & Planning reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF June position as of Q1 2024 after selling out during the quarter.
Zimmermann Investment Management & Planning sold 12,023 FT Vest US Equity Enhance & Moderate Buffer ETF June shares in Q1 2024, an estimated $422K.
Zimmermann Investment Management & Planning first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF June in Q2 2023 and held it in 3 quarters.
Zimmermann Investment Management & Planning's FT Vest US Equity Enhance & Moderate Buffer ETF June position peaked at $428K in Q3 2023.
65 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF June as of Q1 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q1 2024, filed 23 Apr 2024.