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

Baldwin Wealth Partners’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
Q3 		$410K Buy
3,979
+1,000
+34% +$95.8K 0.03% 168
2026
Q2 		$268K Buy
+2,979
New +$229K 0.02% 197
2026
Q1 		– Sell
-3,627
Closed -$259K – 227
2025
Q4 		$259K Buy
+3,627
New +$272K 0.02% 215
2025
Q3 		– Sell
-2,977
Closed -$225K – 234
2025
Q2 		$225K Buy
+2,977
New +$204K 0.02% 204
2024
Q4 		– Sell
-4,137
Closed -$245K – 371
2024
Q3 		$245K Sell
4,137
-150
-3% -$8.56K 0.02% 301
2024
Q2 		$242K Sell
4,287
-1,437
-25% -$78.7K 0.02% 184
2024
Q1 		$323K Sell
5,724
-960
-14% -$54K 0.02% 177
2023
Q4 		$360K Sell
6,684
-400
-6% -$19.3K 0.03% 170
2023
Q3 		$322K Hold
7,084
– – 0.03% 186
2023
Q2 		$322K Sell
7,084
-595
-8% -$25.2K 0.03% 202
2023
Q1 		$328K Hold
7,679
– – 0.03% 197
2022
Q4 		$297K Buy
+7,679
New +$304K 0.03% 201

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Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
Marks Wealth
Marks Wealth Annapolis, Maryland $459M AUM 37.78% 1-Year Est. Return
Procyon Advisors
Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Baldwin Wealth Partners's CIBR Position: Q3 2026 in Review

Baldwin Wealth Partners increased its First Trust NASDAQ Cybersecurity ETF (CIBR) stake by 34% in Q3 2026, buying an estimated $95.8K and bringing the position to 3,979 shares worth $410K. The position accounts for 0.03% of the portfolio, ranked #168.

Baldwin Wealth Partners first reported a position in CIBR in Q4 2022 and has held it in 12 quarters since. 405 funds tracked by Wall St. Rank hold CIBR as of Q3 2026.

  • Baldwin Wealth Partners held 3,979 shares of First Trust NASDAQ Cybersecurity ETF worth $410K as of Q3 2026.
  • Baldwin Wealth Partners bought 1,000 First Trust NASDAQ Cybersecurity ETF shares in Q3 2026, an estimated $95.8K.
  • First Trust NASDAQ Cybersecurity ETF made up 0.03% of Baldwin Wealth Partners's portfolio in Q3 2026, its #168 holding.
  • Baldwin Wealth Partners first reported a position in First Trust NASDAQ Cybersecurity ETF in Q4 2022 and has held it in 12 quarters since.
  • 405 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q3 2026.

Based on Baldwin Wealth Partners's 13F filing for Q3 2026, filed 13 Oct 2026.