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WealthPlan Investment Management’s First Trust Cloud Computing ETF SKYY Stock Holding History

WealthPlan Investment 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
2026
Q2 		$1.07M Buy
7,926
+1,967
+33% +$250K 0.05% 226
2026
Q1 		$652K Buy
+5,959
New +$694K 0.04% 265

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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WealthPlan Investment Management's SKYY Position: Q2 2026 in Review

WealthPlan Investment Management increased its First Trust Cloud Computing ETF (SKYY) stake by 33% in Q2 2026, buying an estimated $250K and bringing the position to 7,926 shares worth $1.07M. The position accounts for 0.05% of the portfolio, ranked #226.

WealthPlan Investment Management first reported a position in SKYY in Q1 2026 and has held it in 2 quarters since. 412 funds tracked by Wall St. Rank hold SKYY as of Q2 2026.

  • WealthPlan Investment Management held 7,926 shares of First Trust Cloud Computing ETF worth $1.07M as of Q2 2026.
  • WealthPlan Investment Management bought 1,967 First Trust Cloud Computing ETF shares in Q2 2026, an estimated $250K.
  • First Trust Cloud Computing ETF made up 0.05% of WealthPlan Investment Management's portfolio in Q2 2026, its #226 holding.
  • WealthPlan Investment Management first reported a position in First Trust Cloud Computing ETF in Q1 2026 and has held it in 2 quarters since.
  • 412 funds tracked by Wall St. Rank held First Trust Cloud Computing ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.