Calton & Associates’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

Calton & Associates’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	$1.06M	Buy	11,841 +3,193	+37%	+$245K	0.16%	119
2026 Q1	$542K	Sell	8,648 -3,971	-31%	-$266K	0.08%	222
2025 Q4	$902K	Buy	12,619 +946	+8%	+$70.9K	0.13%	147
2025 Q3	$887K	Buy	11,673 +6,944	+147%	+$513K	0.13%	143
2025 Q2	$357K	Buy	+4,729	New	+$324K	0.06%	256
2022 Q1	–	Sell	-15,670	Closed	-$827K	–	367
2021 Q4	$827K	Sell	15,670 -2,033	-11%	-$107K	0.22%	123
2021 Q3	$862K	Buy	17,703 +7,101	+67%	+$351K	0.19%	135
2021 Q2	$496K	Buy	10,602 +3,972	+60%	+$176K	0.09%	198
2021 Q1	$277K	Buy	+6,630	New	+$290K	0.05%	300

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

Calton & Associates's CIBR Position: Q2 2026 in Review

Calton & Associates increased its First Trust NASDAQ Cybersecurity ETF (CIBR) stake by 37% in Q2 2026, buying an estimated $245K and bringing the position to 11,841 shares worth $1.06M. The position accounts for 0.16% of the portfolio, ranked #119.

Calton & Associates first reported a position in CIBR in Q1 2021 and has held it in 9 quarters since. 841 funds tracked by Wall St. Rank hold CIBR as of Q2 2026.

Calton & Associates held 11,841 shares of First Trust NASDAQ Cybersecurity ETF worth $1.06M as of Q2 2026.
Calton & Associates bought 3,193 First Trust NASDAQ Cybersecurity ETF shares in Q2 2026, an estimated $245K.
First Trust NASDAQ Cybersecurity ETF made up 0.16% of Calton & Associates's portfolio in Q2 2026, its #119 holding.
Calton & Associates first reported a position in First Trust NASDAQ Cybersecurity ETF in Q1 2021 and has held it in 9 quarters since.
841 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.