Blue Bell Private Wealth Management’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

Blue Bell Private 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
2026 Q2	$187K	Sell	2,082 -66	-3%	-$5.07K	0.02%	291
2026 Q1	$135K	Hold	2,148	–	–	0.02%	309
2025 Q4	$153K	Hold	2,148	–	–	0.02%	284
2025 Q3	$163K	Buy	2,148 +70	+3%	+$5.17K	0.02%	270
2025 Q2	$157K	Sell	2,078 -16	-0.8%	-$1.1K	0.03%	263
2025 Q1	$132K	Hold	2,094	–	–	0.03%	262
2024 Q4	$133K	Hold	2,094	–	–	0.03%	249
2024 Q3	$124K	Hold	2,094	–	–	0.02%	256
2024 Q2	$118K	Sell	2,094 -19	-0.9%	-$1.04K	0.02%	257
2024 Q1	$119K	Hold	2,113	–	–	0.03%	241
2023 Q4	$114K	Buy	2,113 +6	+0.3%	+$290	0.03%	221
2023 Q3	$95.7K	Hold	2,107	–	–	0.03%	206
2023 Q2	$95.7K	Buy	2,107 +200	+10%	+$8.48K	0.03%	199
2023 Q1	$81.5K	Sell	1,907 -205	-10%	-$8.33K	0.02%	196
2022 Q4	$81.8K	Sell	2,112 -11	-0.5%	-$436	0.03%	180
2022 Q3	$82K	Sell	2,123 -194	-8%	-$8.24K	0.03%	176
2022 Q2	$93K	Buy	2,317 +292	+14%	+$13.1K	0.03%	164
2022 Q1	$108K	Buy	2,025 +1,722	+568%	+$84.2K	0.03%	158
2021 Q4	$16K	Buy	303 +27	+10%	+$1.42K	﹤0.01%	329
2021 Q3	$13K	Hold	276	–	–	﹤0.01%	140
2021 Q2	$13K	Hold	276	–	–	﹤0.01%	143
2021 Q1	$12K	Hold	276	–	–	﹤0.01%	139
2020 Q4	$10K	Hold	276	–	–	﹤0.01%	131
2020 Q3	$10K	Buy	276 +132	+92%	+$4.6K	﹤0.01%	136
2020 Q2	$0	Buy	+144	New	+$4.35K	﹤0.01%	179

Other funds holding CIBR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Blue Bell Private Wealth Management's CIBR Position: Q2 2026 in Review

Blue Bell Private Wealth Management reduced its First Trust NASDAQ Cybersecurity ETF (CIBR) stake by 3.1% in Q2 2026, selling an estimated $5.07K and leaving 2,082 shares worth $187K. The position accounts for 0.02% of the portfolio, ranked #291.

Blue Bell Private Wealth Management first reported a position in CIBR in Q2 2020 and has held it in 25 quarters since. 841 funds tracked by Wall St. Rank hold CIBR as of Q2 2026.

Blue Bell Private Wealth Management held 2,082 shares of First Trust NASDAQ Cybersecurity ETF worth $187K as of Q2 2026.
Blue Bell Private Wealth Management sold 66 First Trust NASDAQ Cybersecurity ETF shares in Q2 2026, an estimated $5.07K.
First Trust NASDAQ Cybersecurity ETF made up 0.02% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #291 holding.
Blue Bell Private Wealth Management first reported a position in First Trust NASDAQ Cybersecurity ETF in Q2 2020 and has held it in 25 quarters since.
841 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.