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ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC Current Holdings: USA ETF

ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC current holdings: USA ETF

ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC reported $0.00 billion in exchange-traded fund shares (known by the fund name on the filing) (listed in the US), 4 positions, in its Form 13F for the quarter ended 2024-12-31; the largest are QQQ, IWY, RWL.

  • QQQ: Country of operation —; Class UNIT SER 1; Shares 996; Value $509,185.
  • IWY: Country of operation —; Class RUS TP200 GR ETF; Shares 1,445; Value $339,965.
  • RWL: Country of operation —; Class S&P 500 REVENUE; Shares 2,919; Value $285,828.
  • OEF: Country of operation —; Class S&P 100 ETF; Shares 924; Value $266,897.

Form 13F-HR as filed (SEC CIK 1908404): quarter ended 2024-12-31, filed 2025-01-23. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.

Performance is each holding's price change from its close on the 2024-12-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.

StockCountry of operationClassSharesValueQuarter endFiledPerformance
QQQ
INVESCO QQQ TR
UNIT SER 1996$509,1852024-12-312025-01-23+41.05%
IWY
ISHARES TR
RUS TP200 GR ETF1,445$339,9652024-12-312025-01-23
RWL
INVESCO EXCH TRADED FD TR II
S&P 500 REVENUE2,919$285,8282024-12-312025-01-23
OEF
ISHARES TR
S&P 100 ETF924$266,8972024-12-312025-01-23

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