BTWM
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Baker Tilly Wealth Management’s First Trust Cloud Computing ETF SKYY Stock Holding History

Baker Tilly Wealth Management’s Portfolio SKYY Stock Details SKYY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,240
Closed -$284K – 465
2023
Q4 		$284K Hold
3,240
– – 0.05% 393
2023
Q3 		$246K Hold
3,240
– – 0.04% 401
2023
Q2 		$246K Hold
3,240
– – 0.03% 486
2023
Q1 		$217K Buy
+3,240
New +$204K 0.02% 510
2022
Q3 		– Sell
-3,127
Closed -$206K – 532
2022
Q2 		$206K Hold
3,127
– – 0.03% 466
2022
Q1 		$283K Sell
3,127
-102
-3% -$9.17K 0.03% 439
2021
Q4 		$337K Buy
3,229
+327
+11% +$36K 0.04% 414
2021
Q3 		$306K Sell
2,902
-53
-2% -$5.69K 0.04% 418
2021
Q2 		$313K Hold
2,955
– – 0.05% 387
2021
Q1 		$283K Buy
2,955
+208
+8% +$20.8K 0.06% 368
2020
Q4 		$261K Buy
+2,747
New +$237K 0.08% 269

Other funds holding SKYY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return