Capstone Wealth Management Group (Pennsylvania)’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’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
2025 Q1	–	Sell	-22,535	Closed	-$1.43M	–	68
2024 Q4	$1.43M	Buy	22,535 +1,667	+8%	+$105K	0.77%	29
2024 Q3	$1.24M	Buy	20,868 +862	+4%	+$49.2K	0.73%	33
2024 Q2	$1.13M	Buy	20,006 +886	+5%	+$48.5K	0.74%	32
2024 Q1	$1.08M	Buy	+19,120	New	+$1.07M	0.77%	34

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Capstone Wealth Management Group (Pennsylvania)'s CIBR Position: Q1 2025 in Review

Capstone Wealth Management Group (Pennsylvania) sold out of First Trust NASDAQ Cybersecurity ETF (CIBR) in Q1 2025, closing a stake of 22,535 shares — an estimated $1.43M sold.

Capstone Wealth Management Group (Pennsylvania) first reported a position in CIBR in Q1 2024 and held it in 4 quarters. The position peaked at $1.43M in Q4 2024. 617 funds tracked by Wall St. Rank hold CIBR as of Q1 2025.

Capstone Wealth Management Group (Pennsylvania) reported no remaining First Trust NASDAQ Cybersecurity ETF position as of Q1 2025 after selling out during the quarter.
Capstone Wealth Management Group (Pennsylvania) sold 22,535 First Trust NASDAQ Cybersecurity ETF shares in Q1 2025, an estimated $1.43M.
Capstone Wealth Management Group (Pennsylvania) first reported a position in First Trust NASDAQ Cybersecurity ETF in Q1 2024 and held it in 4 quarters.
Capstone Wealth Management Group (Pennsylvania)'s First Trust NASDAQ Cybersecurity ETF position peaked at $1.43M in Q4 2024.
617 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q1 2025.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q1 2025, filed 28 Apr 2025.