Miramontes Capital’s First Trust Cloud Computing ETF SKYY Stock Holding History

Miramontes Capital’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
2026 Q2	$1.25M	Buy	9,280 +1,583	+21%	+$201K	0.39%	41
2026 Q1	$842K	Sell	7,697 -33	-0.4%	-$3.84K	0.29%	53
2025 Q4	$1.01M	Buy	+7,730	New	+$1.03M	0.34%	44

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

Two Sigma Investments New York $138B AUM 41.87% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

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

Miramontes Capital's SKYY Position: Q2 2026 in Review

Miramontes Capital increased its First Trust Cloud Computing ETF (SKYY) stake by 21% in Q2 2026, buying an estimated $201K and bringing the position to 9,280 shares worth $1.25M. The position accounts for 0.39% of the portfolio, ranked #41.

Miramontes Capital first reported a position in SKYY in Q4 2025 and has held it in 3 quarters since. 419 funds tracked by Wall St. Rank hold SKYY as of Q2 2026.

Miramontes Capital held 9,280 shares of First Trust Cloud Computing ETF worth $1.25M as of Q2 2026.
Miramontes Capital bought 1,583 First Trust Cloud Computing ETF shares in Q2 2026, an estimated $201K.
First Trust Cloud Computing ETF made up 0.39% of Miramontes Capital's portfolio in Q2 2026, its #41 holding.
Miramontes Capital first reported a position in First Trust Cloud Computing ETF in Q4 2025 and has held it in 3 quarters since.
419 funds tracked by Wall St. Rank held First Trust Cloud Computing ETF as of Q2 2026.

Based on Miramontes Capital's 13F filing for Q2 2026, filed 9 Sep 2026.