CARLSON FINANCIAL, INC.’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

CARLSON FINANCIAL, INC.’s Portfolio CIBR Stock Details CIBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.97M	Buy	21,886 +334	+2%	+$25.6K	1%	19
2026 Q1	$1.35M	Buy	21,552 +24	+0.1%	+$1.61K	0.8%	31
2025 Q4	$1.54M	Buy	+21,528	New	+$1.61M	0.89%	27

Other funds holding CIBR

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

CARLSON FINANCIAL, INC.'s CIBR Position: Q2 2026 in Review

CARLSON FINANCIAL, INC. increased its First Trust NASDAQ Cybersecurity ETF (CIBR) stake by 1.5% in Q2 2026, buying an estimated $25.6K and bringing the position to 21,886 shares worth $1.97M. The position accounts for 1% of the portfolio, ranked #19.

CARLSON FINANCIAL, INC. first reported a position in CIBR in Q4 2025 and has held it in 3 quarters since. 841 funds tracked by Wall St. Rank hold CIBR as of Q2 2026.

CARLSON FINANCIAL, INC. held 21,886 shares of First Trust NASDAQ Cybersecurity ETF worth $1.97M as of Q2 2026.
CARLSON FINANCIAL, INC. bought 334 First Trust NASDAQ Cybersecurity ETF shares in Q2 2026, an estimated $25.6K.
First Trust NASDAQ Cybersecurity ETF made up 1% of CARLSON FINANCIAL, INC.'s portfolio in Q2 2026, its #19 holding.
CARLSON FINANCIAL, INC. first reported a position in First Trust NASDAQ Cybersecurity ETF in Q4 2025 and has held it in 3 quarters since.
841 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q2 2026.

Based on CARLSON FINANCIAL, INC.'s 13F filing for Q2 2026, filed 24 Aug 2026.