Accel Wealth Management’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

Accel Wealth Management’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
2023 Q2	–	Sell	-200	Closed	-$8.55K	–	284
2023 Q1	$8.55K	Hold	200	–	–	﹤0.01%	933
2022 Q4	$7.74K	Hold	200	–	–	﹤0.01%	760
2022 Q3	$8K	Sell	200 -600	-75%	-$25.5K	﹤0.01%	776
2022 Q2	$33K	Hold	800	–	–	0.02%	427
2022 Q1	$42K	Hold	800	–	–	0.02%	404
2021 Q4	$42K	Hold	800	–	–	0.02%	405
2021 Q3	$39K	Hold	800	–	–	0.03%	368
2021 Q2	$37K	Hold	800	–	–	0.02%	395
2021 Q1	$33K	Hold	800	–	–	0.03%	395
2020 Q4	$36K	Buy	+800	New	+$30.5K	0.03%	360

Other funds holding CIBR

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

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

RJA

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

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

Accel Wealth Management's CIBR Position: Q2 2023 in Review

Accel Wealth Management sold out of First Trust NASDAQ Cybersecurity ETF (CIBR) in Q2 2023, closing a stake of 200 shares — an estimated $8.55K sold.

Accel Wealth Management first reported a position in CIBR in Q4 2020 and held it in 10 quarters. The position peaked at $42K in Q1 2022. 410 funds tracked by Wall St. Rank hold CIBR as of Q2 2023.

Accel Wealth Management reported no remaining First Trust NASDAQ Cybersecurity ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 200 First Trust NASDAQ Cybersecurity ETF shares in Q2 2023, an estimated $8.55K.
Accel Wealth Management first reported a position in First Trust NASDAQ Cybersecurity ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's First Trust NASDAQ Cybersecurity ETF position peaked at $42K in Q1 2022.
410 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.