Zimmermann Investment Management & Planning’s First Trust Cloud Computing ETF SKYY Stock Holding History

Zimmermann Investment Management & Planning’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
2022 Q4	–	Sell	-3,591	Closed	-$217K	–	98
2022 Q3	$217K	Sell	3,591 -1,307	-27%	-$90.4K	0.14%	84
2022 Q2	$323K	Sell	4,898 -6,168	-56%	-$454K	0.22%	71
2022 Q1	$1M	Sell	11,066 -377	-3%	-$33.9K	0.59%	41
2021 Q4	$1.19M	Buy	+11,443	New	+$1.26M	0.67%	33

Other funds holding SKYY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Zimmermann Investment Management & Planning's SKYY Position: Q4 2022 in Review

Zimmermann Investment Management & Planning sold out of First Trust Cloud Computing ETF (SKYY) in Q4 2022, closing a stake of 3,591 shares — an estimated $217K sold.

Zimmermann Investment Management & Planning first reported a position in SKYY in Q4 2021 and held it in 4 quarters. The position peaked at $1.19M in Q4 2021. 292 funds tracked by Wall St. Rank hold SKYY as of Q4 2022.

Zimmermann Investment Management & Planning reported no remaining First Trust Cloud Computing ETF position as of Q4 2022 after selling out during the quarter.
Zimmermann Investment Management & Planning sold 3,591 First Trust Cloud Computing ETF shares in Q4 2022, an estimated $217K.
Zimmermann Investment Management & Planning first reported a position in First Trust Cloud Computing ETF in Q4 2021 and held it in 4 quarters.
Zimmermann Investment Management & Planning's First Trust Cloud Computing ETF position peaked at $1.19M in Q4 2021.
292 funds tracked by Wall St. Rank held First Trust Cloud Computing ETF as of Q4 2022.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2022, filed 20 Jan 2023.