Cavalier Investments’s First Trust Cloud Computing ETF SKYY Stock Holding History

Cavalier Investments’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
2023 Q2	–	Sell	-98,863	Closed	-$6.61M	–	115
2023 Q1	$6.61M	Buy	98,863 +5,797	+6%	+$365K	2.7%	14
2022 Q4	$5.36M	Sell	93,066 -4,875	-5%	-$295K	1.92%	17
2022 Q3	$5.92M	Sell	97,941 -8,462	-8%	-$585K	2.14%	17
2022 Q2	$7.01M	Buy	106,403 +1,631	+2%	+$120K	2.45%	13
2022 Q1	$9.48M	Buy	104,772 +7,995	+8%	+$719K	2.48%	11
2021 Q4	$10.1M	Buy	96,777 +17,377	+22%	+$1.91M	2.62%	10
2021 Q3	$8.37M	Buy	79,400 +14,522	+22%	+$1.56M	2.64%	9
2021 Q2	$6.87M	Buy	64,878 +1,956	+3%	+$196K	2.48%	8
2021 Q1	$6.03M	Buy	62,922 +4,484	+8%	+$448K	2.62%	5
2020 Q4	$5.55M	Sell	58,438 -37,823	-39%	-$3.26M	2.54%	6
2020 Q3	$7.56M	Sell	96,261 -2,000	-2%	-$155K	5.14%	5
2020 Q2	$7.32M	Sell	98,261 -13,630	-12%	-$892K	4.23%	7
2020 Q1	$6.1M	Buy	111,891 +55,081	+97%	+$3.34M	3.6%	7
2019 Q4	$3.43M	Buy	+56,810	New	+$3.33M	1.49%	18

Other funds holding SKYY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Cavalier Investments's SKYY Position: Q2 2023 in Review

Cavalier Investments sold out of First Trust Cloud Computing ETF (SKYY) in Q2 2023, closing a stake of 98,863 shares — an estimated $6.61M sold.

Cavalier Investments first reported a position in SKYY in Q4 2019 and held it in 14 quarters. The position peaked at $10.1M in Q4 2021. 303 funds tracked by Wall St. Rank hold SKYY as of Q2 2023.

Cavalier Investments reported no remaining First Trust Cloud Computing ETF position as of Q2 2023 after selling out during the quarter.
Cavalier Investments sold 98,863 First Trust Cloud Computing ETF shares in Q2 2023, an estimated $6.61M.
Cavalier Investments first reported a position in First Trust Cloud Computing ETF in Q4 2019 and held it in 14 quarters.
Cavalier Investments's First Trust Cloud Computing ETF position peaked at $10.1M in Q4 2021.
303 funds tracked by Wall St. Rank held First Trust Cloud Computing ETF as of Q2 2023.

Based on Cavalier Investments's 13F filing for Q2 2023, filed 11 Aug 2023.