Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$29.9M Sell
477,063
-253,804
-35% -$17M 0.08% 238
2025
Q4 		$52.2M Sell
730,867
-1,840
-0.3% -$138K 0.14% 139
2025
Q3 		$55.7M Buy
732,707
+16,164
+2% +$1.19M 0.17% 117
2025
Q2 		$54.2M Buy
716,543
+3,885
+0.5% +$266K 0.19% 104
2025
Q1 		$44.9M Buy
712,658
+319,085
+81% +$21.2M 0.18% 109
2024
Q4 		$25M Buy
393,573
+184,363
+88% +$11.6M 0.1% 179
2024
Q3 		$12.4M Buy
209,210
+86,074
+70% +$4.91M 0.05% 278
2024
Q2 		$6.95M Buy
123,136
+14,582
+13% +$798K 0.03% 356
2024
Q1 		$6.12M Buy
108,554
+7,558
+7% +$425K 0.03% 384
2023
Q4 		$5.44M Buy
100,996
+9,545
+10% +$461K 0.03% 384
2023
Q3 		$4.16M Buy
91,451
+18,971
+26% +$869K 0.03% 398
2023
Q2 		$3.29M Buy
72,480
+14,547
+25% +$616K 0.02% 427
2023
Q1 		$2.48M Sell
57,933
-2,895
-5% -$118K 0.02% 446
2022
Q4 		$2.35M Buy
60,828
+1,914
+3% +$75.9K 0.02% 425
2022
Q3 		$2.27M Buy
58,914
+492
+0.8% +$20.9K 0.02% 402
2022
Q2 		$2.35M Sell
58,422
-22,857
-28% -$1.02M 0.02% 390
2022
Q1 		$4.32M Buy
81,279
+4,734
+6% +$232K 0.03% 314
2021
Q4 		$4.04M Buy
+76,545
New +$4.02M 0.03% 324
2021
Q2 		$2.59M Hold
55,406
– – 0.02% 370
2021
Q1 		$2.59M Hold
55,406
– – 0.02% 370
2020
Q4 		$2.59M Hold
55,406
– – 0.02% 370
2020
Q3 		$2.59M Hold
55,406
– – 0.02% 370
2020
Q2 		$2.59M Hold
55,406
– – 0.02% 370
2020
Q1 		$2.59M Hold
55,406
– – 0.02% 370
2019
Q4 		$2.59M Hold
55,406
– – 0.02% 370
2019
Q3 		$2.59M Hold
55,406
– – 0.02% 370
2019
Q2 		$2.59M Hold
55,406
– – 0.02% 370
2019
Q1 		$2.59M Buy
55,406
+25,502
+85% +$678K 0.02% 370
2018
Q4 		$700K Buy
29,904
+19,936
+200% +$499K 0.02% 406
2018
Q3 		$284K Buy
+9,968
New +$275K 0.01% 451

Other funds holding CIBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CIBR Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its First Trust NASDAQ Cybersecurity ETF (CIBR) stake by 35% in Q1 2026, selling an estimated $17M and leaving 477,063 shares worth $29.9M. The position accounts for 0.08% of the portfolio, ranked #238.

Carson Wealth (CWM LLC) first reported a position in CIBR in Q3 2018 and has held it in 30 quarters since. The position peaked at $55.7M in Q3 2025. 746 funds tracked by Wall St. Rank hold CIBR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 477,063 shares of First Trust NASDAQ Cybersecurity ETF worth $29.9M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 253,804 First Trust NASDAQ Cybersecurity ETF shares in Q1 2026, an estimated $17M.
  • First Trust NASDAQ Cybersecurity ETF made up 0.08% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #238 holding.
  • Carson Wealth (CWM LLC) first reported a position in First Trust NASDAQ Cybersecurity ETF in Q3 2018 and has held it in 30 quarters since.
  • Carson Wealth (CWM LLC)'s First Trust NASDAQ Cybersecurity ETF position peaked at $55.7M in Q3 2025.
  • 746 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.