Cascade Investment Group’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

Cascade Investment Group’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	$3.57M	Sell	56,880 -2,228	-4%	-$149K	2.35%	5
2025 Q4	$4.22M	Sell	59,108 -522	-0.9%	-$39.1K	2.82%	4
2025 Q3	$4.53M	Buy	59,630 +636	+1%	+$47K	3%	4
2025 Q2	$4.46M	Sell	58,994 -201	-0.3%	-$13.8K	3.11%	4
2025 Q1	$3.73M	Buy	59,195 +342	+0.6%	+$22.7K	2.87%	4
2024 Q4	$3.73M	Sell	58,853 -83	-0.1%	-$5.21K	2.67%	4
2024 Q3	$3.49M	Sell	58,936 -216	-0.4%	-$12.3K	2.56%	4
2024 Q2	$3.34M	Sell	59,152 -470	-0.8%	-$25.7K	2.6%	5
2024 Q1	$3.36M	Sell	59,622 -485	-0.8%	-$27.3K	2.52%	5
2023 Q4	$3.24M	Buy	60,107 +558	+0.9%	+$27K	2.61%	6
2023 Q3	$2.71M	Sell	59,549 -900	-1%	-$41.2K	2.55%	5
2023 Q2	$2.75M	Sell	60,449 -550	-0.9%	-$23.3K	2.51%	5
2023 Q1	$2.61M	Sell	60,999 -550	-0.9%	-$22.4K	2.57%	5
2022 Q4	$2.38M	Buy	+61,549	New	+$2.44M	2.48%	6

Other funds holding CIBR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cascade Investment Group's CIBR Position: Q1 2026 in Review

Cascade Investment Group reduced its First Trust NASDAQ Cybersecurity ETF (CIBR) stake by 3.8% in Q1 2026, selling an estimated $149K and leaving 56,880 shares worth $3.57M. The position accounts for 2.35% of the portfolio, ranked #5.

Cascade Investment Group first reported a position in CIBR in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.53M in Q3 2025. 744 funds tracked by Wall St. Rank hold CIBR as of Q1 2026.

Cascade Investment Group held 56,880 shares of First Trust NASDAQ Cybersecurity ETF worth $3.57M as of Q1 2026.
Cascade Investment Group sold 2,228 First Trust NASDAQ Cybersecurity ETF shares in Q1 2026, an estimated $149K.
First Trust NASDAQ Cybersecurity ETF made up 2.35% of Cascade Investment Group's portfolio in Q1 2026, its #5 holding.
Cascade Investment Group first reported a position in First Trust NASDAQ Cybersecurity ETF in Q4 2022 and has held it in 14 quarters since.
Cascade Investment Group's First Trust NASDAQ Cybersecurity ETF position peaked at $4.53M in Q3 2025.
744 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q1 2026.

Based on Cascade Investment Group's 13F filing for Q1 2026, filed 13 May 2026.