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

ACG Wealth’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
2020
Q2 		– Sell
-12,885
Closed -$332K – 275
2020
Q1 		$332K Buy
12,885
+842
+7% +$24.7K 0.06% 219
2019
Q4 		$362K Buy
12,043
+1,214
+11% +$35.4K 0.05% 244
2019
Q3 		$299K Buy
10,829
+1
+0% +$29 0.04% 263
2019
Q2 		$310K Buy
10,828
+6
+0.1% +$171 0.04% 267
2019
Q1 		$304K Buy
10,822
+700
+7% +$18.6K 0.04% 261
2018
Q4 		$237K Buy
10,122
+13
+0.1% +$326 0.04% 266
2018
Q3 		$288K Buy
10,109
+1,200
+13% +$33.1K 0.04% 256
2018
Q2 		$235K Buy
8,909
+202
+2% +$5.33K 0.04% 251
2018
Q1 		$218K Sell
8,707
-2,001
-19% -$49.1K 0.03% 274
2017
Q4 		$248K Buy
10,708
+2
+0% +$45 0.04% 275
2017
Q3 		$234K Sell
10,706
-7,334
-41% -$158K 0.04% 235
2017
Q2 		$389K Buy
+18,040
New +$390K 0.06% 210

Other funds holding CIBR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

ACG Wealth's CIBR Position: Q2 2020 in Review

ACG Wealth sold out of First Trust NASDAQ Cybersecurity ETF (CIBR) in Q2 2020, closing a stake of 12,885 shares — an estimated $332K sold.

ACG Wealth first reported a position in CIBR in Q2 2017 and held it in 12 quarters. The position peaked at $389K in Q2 2017. 186 funds tracked by Wall St. Rank hold CIBR as of Q2 2020.

  • ACG Wealth reported no remaining First Trust NASDAQ Cybersecurity ETF position as of Q2 2020 after selling out during the quarter.
  • ACG Wealth sold 12,885 First Trust NASDAQ Cybersecurity ETF shares in Q2 2020, an estimated $332K.
  • ACG Wealth first reported a position in First Trust NASDAQ Cybersecurity ETF in Q2 2017 and held it in 12 quarters.
  • ACG Wealth's First Trust NASDAQ Cybersecurity ETF position peaked at $389K in Q2 2017.
  • 186 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q2 2020.

Based on ACG Wealth's 13F filing for Q2 2020, filed 7 Oct 2020.