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

BKM Wealth Management’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
Q1 		– Sell
-698
Closed -$37.6K – 253
2023
Q4 		$37.6K Buy
+698
New +$33.7K 0.02% 288

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
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TAF
Tredje AP-fonden Se-111 91 Stockholm, Sweden $18.3B AUM 27.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BKM Wealth Management's CIBR Position: Q1 2024 in Review

BKM Wealth Management sold out of First Trust NASDAQ Cybersecurity ETF (CIBR) in Q1 2024, closing a stake of 698 shares — an estimated $37.6K sold.

BKM Wealth Management first reported a position in CIBR in Q4 2023 and held it in 1 quarter. The position peaked at $37.6K in Q4 2023. 516 funds tracked by Wall St. Rank hold CIBR as of Q1 2024.

  • BKM Wealth Management reported no remaining First Trust NASDAQ Cybersecurity ETF position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 698 First Trust NASDAQ Cybersecurity ETF shares in Q1 2024, an estimated $37.6K.
  • BKM Wealth Management first reported a position in First Trust NASDAQ Cybersecurity ETF in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's First Trust NASDAQ Cybersecurity ETF position peaked at $37.6K in Q4 2023.
  • 516 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.