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Liberty Wealth Management’s First Trust Cloud Computing ETF SKYY Stock Holding History

Liberty 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
2023
Q2 		– Sell
-4,639
Closed -$296K – 232
2023
Q1 		$296K Buy
+4,639
New +$292K 0.06% 178
2019
Q3 		– Sell
-255
Closed -$15K – 966
2019
Q2 		$15K Buy
+255
New +$15K 0.01% 456

Other funds holding SKYY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Liberty Wealth Management's SKYY Position: Q2 2023 in Review

Liberty Wealth Management sold out of First Trust Cloud Computing ETF (SKYY) in Q2 2023, closing a stake of 4,639 shares — an estimated $296K sold.

Liberty Wealth Management first reported a position in SKYY in Q2 2019 and held it in 2 quarters. The position peaked at $296K in Q1 2023. 303 funds tracked by Wall St. Rank hold SKYY as of Q2 2023.

  • Liberty Wealth Management reported no remaining First Trust Cloud Computing ETF position as of Q2 2023 after selling out during the quarter.
  • Liberty Wealth Management sold 4,639 First Trust Cloud Computing ETF shares in Q2 2023, an estimated $296K.
  • Liberty Wealth Management first reported a position in First Trust Cloud Computing ETF in Q2 2019 and held it in 2 quarters.
  • Liberty Wealth Management's First Trust Cloud Computing ETF position peaked at $296K in Q1 2023.
  • 303 funds tracked by Wall St. Rank held First Trust Cloud Computing ETF as of Q2 2023.

Based on Liberty Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.