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 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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Castle Rock Wealth Management's CIBR Position: Q1 2026 in Review

Castle Rock Wealth Management sold out of First Trust NASDAQ Cybersecurity ETF (CIBR) in Q1 2026, closing a stake of 21,072 shares — an estimated $1.4M sold.

Castle Rock Wealth Management first reported a position in CIBR in Q3 2021 and held it in 12 quarters. The position peaked at $1.47M in Q3 2025. 747 funds tracked by Wall St. Rank hold CIBR as of Q1 2026.

Castle Rock Wealth Management reported no remaining First Trust NASDAQ Cybersecurity ETF position as of Q1 2026 after selling out during the quarter.
Castle Rock Wealth Management sold 21,072 First Trust NASDAQ Cybersecurity ETF shares in Q1 2026, an estimated $1.4M.
Castle Rock Wealth Management first reported a position in First Trust NASDAQ Cybersecurity ETF in Q3 2021 and held it in 12 quarters.
Castle Rock Wealth Management's First Trust NASDAQ Cybersecurity ETF position peaked at $1.47M in Q3 2025.
747 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q1 2026.

Based on Castle Rock Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.