BBJS Financial Advisors’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

BBJS Financial Advisors’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
2024 Q3	$2.96K	Sell	50 -602	-92%	-$34.4K	﹤0.01%	133
2024 Q2	$36.8K	Sell	652 -251	-28%	-$13.7K	0.01%	78
2024 Q1	$50.9K	Buy	903 +148	+20%	+$8.32K	0.02%	68
2023 Q4	$40.6K	Sell	755 -853	-53%	-$41.2K	0.01%	72
2023 Q3	$73.1K	Sell	1,608 -84,834	-98%	-$3.89M	0.03%	62
2023 Q2	$3.93M	Sell	86,442 -12,588	-13%	-$533K	1.57%	19
2023 Q1	$4.23M	Buy	99,030 +7,199	+8%	+$293K	1.73%	16
2022 Q4	$3.55M	Buy	+91,831	New	+$3.64M	1.6%	18

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJA

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

BBJS Financial Advisors's CIBR Position: Q3 2024 in Review

BBJS Financial Advisors reduced its First Trust NASDAQ Cybersecurity ETF (CIBR) stake by 92% in Q3 2024, selling an estimated $34.4K and leaving 50 shares worth $2.96K. The position accounts for ﹤0.01% of the portfolio, ranked #133.

BBJS Financial Advisors first reported a position in CIBR in Q4 2022 and has held it in 8 quarters since. The position peaked at $4.23M in Q1 2023. 546 funds tracked by Wall St. Rank hold CIBR as of Q3 2024.

BBJS Financial Advisors held 50 shares of First Trust NASDAQ Cybersecurity ETF worth $2.96K as of Q3 2024.
BBJS Financial Advisors sold 602 First Trust NASDAQ Cybersecurity ETF shares in Q3 2024, an estimated $34.4K.
First Trust NASDAQ Cybersecurity ETF made up ﹤0.01% of BBJS Financial Advisors's portfolio in Q3 2024, its #133 holding.
BBJS Financial Advisors first reported a position in First Trust NASDAQ Cybersecurity ETF in Q4 2022 and has held it in 8 quarters since.
BBJS Financial Advisors's First Trust NASDAQ Cybersecurity ETF position peaked at $4.23M in Q1 2023.
546 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.