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

Venturi 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
2025 Q1	–	Sell	-205	Closed	-$24.4K	–	1609
2024 Q4	$24.4K	Sell	205 -13	-6%	-$1.5K	﹤0.01%	1215
2024 Q3	$22.3K	Hold	218	–	–	﹤0.01%	987
2024 Q2	$20.8K	Sell	218 -15	-6%	-$1.4K	﹤0.01%	933
2024 Q1	$22.3K	Buy	233 +28	+14%	+$2.58K	﹤0.01%	709
2023 Q4	$18K	Sell	205 -33	-14%	-$2.62K	﹤0.01%	724
2023 Q3	$18.1K	Buy	238 +33	+16%	+$2.57K	﹤0.01%	652
2023 Q2	$15.6K	Hold	205	–	–	﹤0.01%	598
2023 Q1	$13.7K	Buy	+205	New	+$12.9K	﹤0.01%	666

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Venturi Wealth Management's SKYY Position: Q1 2025 in Review

Venturi Wealth Management sold out of First Trust Cloud Computing ETF (SKYY) in Q1 2025, closing a stake of 205 shares — an estimated $24.4K sold.

Venturi Wealth Management first reported a position in SKYY in Q1 2023 and held it in 8 quarters. The position peaked at $24.4K in Q4 2024. 398 funds tracked by Wall St. Rank hold SKYY as of Q1 2025.

Venturi Wealth Management reported no remaining First Trust Cloud Computing ETF position as of Q1 2025 after selling out during the quarter.
Venturi Wealth Management sold 205 First Trust Cloud Computing ETF shares in Q1 2025, an estimated $24.4K.
Venturi Wealth Management first reported a position in First Trust Cloud Computing ETF in Q1 2023 and held it in 8 quarters.
Venturi Wealth Management's First Trust Cloud Computing ETF position peaked at $24.4K in Q4 2024.
398 funds tracked by Wall St. Rank held First Trust Cloud Computing ETF as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.