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Castle Rock Wealth Management’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

Castle Rock 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
Q3 		$216K Buy
+1,993
New +$191K 0.04% 256
2026
Q1 		– Sell
-21,072
Closed -$1.4M – 266
2025
Q4 		$1.4M Buy
21,072
+2,025
+11% +$152K 0.3% 96
2025
Q3 		$1.47M Buy
19,047
+9,864
+107% +$729K 0.32% 89
2025
Q2 		$688K Sell
9,183
-5,046
-35% -$346K 0.16% 133
2025
Q1 		$901K Sell
14,229
-3,429
-19% -$228K 0.24% 108
2024
Q4 		$1.26M Buy
17,658
+809
+5% +$50.8K 0.3% 92
2024
Q3 		$1.01M Buy
16,849
+626
+4% +$35.7K 0.24% 112
2024
Q2 		$922K Buy
16,223
+828
+5% +$45.3K 0.23% 116
2024
Q1 		$831K Buy
+15,395
New +$865K 0.23% 120
2022
Q3 		– Sell
-4,925
Closed -$212K – 203
2022
Q2 		$212K Hold
4,925
– – 0.11% 191
2022
Q1 		$257K Hold
4,925
– – 0.12% 197
2021
Q4 		$229K Buy
4,925
+500
+11% +$26.3K 0.09% 225
2021
Q3 		$247K Buy
+4,425
New +$219K 0.08% 229

Other funds holding CIBR

AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
GRWP
Green Ridge Wealth Planning Montville, New Jersey $249M AUM 26.89% 1-Year Est. Return
PA
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WWA
Wisconsin Wealth Advisors Sun Prairie, Wisconsin $119M AUM 24.32% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Castle Rock Wealth Management's CIBR Position: Q3 2026 in Review

Castle Rock Wealth Management opened a new position in First Trust NASDAQ Cybersecurity ETF (CIBR) in Q3 2026: 1,993 shares worth $216K. The stake represents 0.04% of the portfolio and ranks #256 among its holdings. This is a return to the name: Castle Rock Wealth Management previously reported a position in CIBR as recently as Q4 2025.

Castle Rock Wealth Management first reported a position in CIBR in Q3 2021 and has held it in 13 quarters since. The position peaked at $1.47M in Q3 2025. 45 funds tracked by Wall St. Rank hold CIBR as of Q3 2026.

  • Castle Rock Wealth Management held 1,993 shares of First Trust NASDAQ Cybersecurity ETF worth $216K as of Q3 2026.
  • First Trust NASDAQ Cybersecurity ETF was a new Castle Rock Wealth Management position in Q3 2026.
  • First Trust NASDAQ Cybersecurity ETF made up 0.04% of Castle Rock Wealth Management's portfolio in Q3 2026, its #256 holding.
  • Castle Rock Wealth Management first reported a position in First Trust NASDAQ Cybersecurity ETF in Q3 2021 and has held it in 13 quarters since.
  • Castle Rock Wealth Management's First Trust NASDAQ Cybersecurity ETF position peaked at $1.47M in Q3 2025.
  • 45 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q3 2026.

Based on Castle Rock Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.