AW
CIBR icon

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 $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Raymond James & Associates
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.