SEC 13F Intelligence

Zimmermann Investment Management & Planning LLC / RWL

Zimmermann Investment Management & Planning LLC’s Invesco Exch Traded Fd Tr II Position

Does Zimmermann Investment Management & Planning LLC own Invesco Exch Traded Fd Tr II (RWL)? Yes2.9K shares worth $285,828 (+12.61% of its 13F portfolio) as of Q4 2024.

Position Value
$285,828
Q4 2024
Shares
2.9K
% of Portfolio
+12.61%
Quarters Held
1
currently held

Position History RWL

Reported value by quarter
Q4 ’24: $285,828Q4 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q4 20242.9K$285,828+12.61%

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 RWL.