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

Bison 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
2024
Q4 		– Sell
-5,066
Closed -$300K – 336
2024
Q3 		$300K Buy
+5,066
New +$289K 0.05% 321

Other funds holding CIBR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bison Wealth's CIBR Position: Q4 2024 in Review

Bison Wealth sold out of First Trust NASDAQ Cybersecurity ETF (CIBR) in Q4 2024, closing a stake of 5,066 shares — an estimated $300K sold.

Bison Wealth first reported a position in CIBR in Q3 2024 and held it in 1 quarter. The position peaked at $300K in Q3 2024. 606 funds tracked by Wall St. Rank hold CIBR as of Q4 2024.

  • Bison Wealth reported no remaining First Trust NASDAQ Cybersecurity ETF position as of Q4 2024 after selling out during the quarter.
  • Bison Wealth sold 5,066 First Trust NASDAQ Cybersecurity ETF shares in Q4 2024, an estimated $300K.
  • Bison Wealth first reported a position in First Trust NASDAQ Cybersecurity ETF in Q3 2024 and held it in 1 quarter.
  • Bison Wealth's First Trust NASDAQ Cybersecurity ETF position peaked at $300K in Q3 2024.
  • 606 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.