Zimmermann Investment Management & Planning LLC Sells in Q3 2024

Zimmermann Investment Management & Planning LLC

  • $287 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-125K
- 96.1%
$51.29 - $56.57 $6.4M - $7.06M
5.07K $286K
IUS
Invesco Ex Traded Self Indx Fd

ETFs
-110K
- 73.94%
$46.07 - $50.3 $5.09M - $5.55M
38.9K $1.96M
XAR
Spdr S&P Aerospace & Defense E

ETFs
-34.1K
- 75.22%
$139.03 - $157.34 $4.74M - $5.36M
11.2K $1.77M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-159K
- 75.06%
$28.11 - $29.42 $4.46M - $4.67M
52.8K $1.55M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-93.8K
- 63.37%
$42.22 - $48.62 $3.96M - $4.56M
54.2K $2.52M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-40.6K
- 87.9%
$79.58 - $91.64 $3.23M - $3.72M
5.59K $506K
KIE
Spdr S&P Insurance ETF

ETFs
-72.3K
- 75.97%
$49.44 - $56.87 $3.57M - $4.11M
22.9K $1.3M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-35.2K
- 37.6%
$94.31 - $103.26 $3.31M - $3.63M
58.3K $5.98M
XLC
Select Sector Spdr Tr Communic

ETFs
-32.5K
- 79.56%
$82.16 - $90.4 $2.67M - $2.94M
8.36K $755K
ILF
Ishares Latin America 40 ETF

ETFs
-99.1K
- 56.43%
$23.4 - $26.7 $2.32M - $2.65M
76.5K $1.98M
QWLD
Spdr Index Shs Fds

ETFs
-13.4K
- 54.25%
$117.82 - $128.91 $1.57M - $1.72M
11.3K $1.45M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-6.21K
- 52.02%
$114.52 - $127.8 $711K - $794K
5.73K $718K
GOOGL
Alphabet Inc.

Communication Services
-255
- 0.84%
$148.65 - $191.18 $37.9K - $48.8K
30.1K $4.99M
CRWD
Crowd Strike Holdings, Inc.

Technology
-781
- 29.43%
$217.89 - $392.15 $170K - $306K
1.87K $525K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-11.5K
- 46.87%
$41.02 - $46.01 $472K - $530K
13K $593K
AN
Autonation, Inc.

Consumer Cyclical
-2.48K
- 58.62%
$156.14 - $190.72 $388K - $473K
1.75K $313K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
-3.43K
- 52.66%
$82.41 - $92.06 $282K - $315K
3.08K $277K
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
-4.1K
- 42.32%
$68.53 - $74.13 $281K - $304K
5.59K $409K
SCHO
Schwab Short Term Us Treasury

ETFs
-5.86K
- 48.36%
$47.93 - $49.06 $281K - $288K
6.26K $306K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-4.89K
- 45.39%
$50.25 - $50.74 $246K - $248K
5.89K $298K
BUG
Global X Fds Cybersecurity ETF

ETFs
-15.6K
- 6.93%
$27.33 - $31.1 $425K - $484K
209K $6.46M
LVS
Las Vegas Sands Corp

Consumer Cyclical
-3.91K
- 42.29%
$37.86 - $51.12 $148K - $200K
5.33K $268K
SCHW
Schwab Charles Corp

Financial Services
-1.15K
- 16.53%
$61.74 - $76.08 $71K - $87.5K
5.81K $376K
URA
Global X Uranium ETF

ETFs
-3.1K
- 18.74%
$23.18 - $31.26 $71.8K - $96.8K
13.4K $384K
BA
Boeing CO

Industrials
-146
- 8.52%
$152.04 - $190.6 $22.2K - $27.8K
1.57K $238K
XLE
Energy Sector Spdr

ETFs
-272
- 3.21%
$84.35 - $93.39 $22.9K - $25.4K
8.21K $720K
PCAR
Paccar Inc

Industrials
-410
- 13.71%
$91.64 - $109.98 $37.6K - $45.1K
2.58K $254K
CRM
Salesforce, Inc.

Technology
-283
- 16.85%
$238.42 - $276.53 $67.5K - $78.3K
1.4K $382K
QCOM
Qualcomm Inc

Technology
-25
- 1.98%
$156.12 - $209.64 $3.9K - $5.24K
1.24K $210K
UNH
Unitedhealth Group Inc

Healthcare
-153
- 18.66%
$488.01 - $604.18 $74.7K - $92.4K
667 $389K
USCI
United States Commodity Index Funds Trust

ETFs
-464
- 4.6%
$58.6 - $63.51 $27.2K - $29.5K
9.62K $600K
TTE
Total Energies Se

Energy
-410
- 9.99%
$68.61 - $68.61 $28.1K - $28.1K
3.7K $253K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-392
- 20.69%
$156.14 - $187.2 $61.2K - $73.4K
1.5K $277K
XOM
Exxon Mobil Corp

Energy
-135
- 3.3%
$109.72 - $119.0 $14.8K - $16.1K
3.96K $463K
OC
Owens Corning

Industrials
-46
- 2.14%
$154.02 - $186.38 $7.08K - $8.57K
2.11K $371K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
-628
- 19.48%
$97.96 - $124.99 $61.5K - $78.5K
2.6K $323K
Innovator Etfs Trust
-3.43K
- 15.81%
N/A
18.3K $0
Innovator Etfs Trust
-949
- 5.96%
N/A
15K $0
Innovator Etfs Trust
-828
- 2.71%
N/A
29.7K $0
First Tr Exchng Traded Fd Vi
-4.98K
- 42.1%
N/A
6.85K $0
V
Visa Inc.

Financial Services
-123
- 4.32%
$253.74 - $291.56 $31.2K - $35.9K
2.73K $749K
XLG
Invesco Exchange Traded Fd Tr

ETFs
-74
- 1.09%
$42.54 - $47.97 $3.15K - $3.55K
6.7K $318K
FCX
Freeport Mcmoran Inc

Basic Materials
-187
- 1.19%
$39.52 - $51.92 $7.39K - $9.71K
15.6K $776K
HSY
Hershey CO

Consumer Defensive
-51
- 1.73%
$182.45 - $203.25 $9.3K - $10.4K
2.89K $554K
AOR
Ishares Tr Core Growth Allocat

ETFs
-43
- 0.61%
$55.15 - $59.31 $2.37K - $2.55K
6.97K $413K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-3
- 0.55%
$405.19 - $478.57 $1.22K - $1.44K
541 $249K
BOTZ
Global X Fds

ETFs
-368
- 0.94%
$27.68 - $32.27 $10.2K - $11.9K
38.8K $1.25M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-2.66K
- 2.85%
$49.77 - $51.95 $132K - $138K
90.6K $4.69M
JCI
Johnson Controls International PLC

Industrials
-326
- 5.38%
$65.52 - $77.61 $21.4K - $25.3K
5.73K $444K
Activity Summary
Buys All Purchases 85 New Holdings 25 Increased Positions 60 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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