Zimmermann Investment Management & Planning LLC / QQQ
Zimmermann Investment Management & Planning LLC’s Invesco Qqq Tr Position
Does Zimmermann Investment Management & Planning LLC own Invesco Qqq Tr (QQQ)? Yes — 996 shares worth $509,185 (+22.46% of its 13F portfolio) as of Q4 2024, down from 53.9K shares the prior filed quarter.
Position Value
$509,185
Q4 2024
Shares
996
% of Portfolio
+22.46%
Quarters Held
13
currently held
Position History QQQ
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2024 | 996 | $509,185 | +22.46% |
| Q3 2024 | 53.9K | $26M | +8.07% |
| Q2 2024 | 50.2K | $24M | +8.04% |
| Q1 2024 | 48.6K | $22M | +7.77% |
| Q4 2023 | 46.5K | $19M | +7.79% |
| Q3 2023 | 43.4K | $16M | +7.45% |
| Q2 2023 | 30.7K | $11M | +5.27% |
| Q1 2023 | 27.5K | $9M | +4.61% |
| Q4 2022 | 40.7K | $11M | +6.26% |
| Q3 2022 | 40.3K | $11M | +6.70% |
| Q2 2022 | 37.3K | $10M | +7.17% |
| Q1 2022 | 35.9K | $13M | +7.73% |
| Q4 2021 | 33.8K | $13M | +7.54% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Zimmermann Investment Management & Planning LLC’s full portfolio or all institutional holders of QQQ.