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Castleview Partners’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

Castleview Partners’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
Q2 		$696K Buy
7,743
+211
+3% +$16.2K 0.31% 78
2026
Q1 		$472K Buy
7,532
+344
+5% +$23.1K 0.24% 96
2025
Q4 		$514K Buy
7,188
+183
+3% +$13.7K 0.25% 89
2025
Q3 		$532K Buy
7,005
+295
+4% +$21.8K 0.29% 76
2025
Q2 		$507K Buy
6,710
+729
+12% +$50K 0.33% 74
2025
Q1 		$377K Sell
5,981
-416
-7% -$27.6K 0.26% 104
2024
Q4 		$408K Buy
6,397
+67
+1% +$4.2K 0.22% 109
2024
Q3 		$375K Sell
6,330
-1,064
-14% -$60.7K 0.22% 113
2024
Q2 		$417K Sell
7,394
-429
-5% -$23.5K 0.24% 100
2024
Q1 		$441K Buy
7,823
+392
+5% +$22K 0.25% 94
2023
Q4 		$400K Sell
7,431
-29
-0.4% -$1.4K 0.28% 80
2023
Q3 		$339K Buy
7,460
+276
+4% +$12.6K 0.31% 75
2023
Q2 		$326K Sell
7,184
-256
-3% -$10.8K 0.29% 77
2023
Q1 		$318K Sell
7,440
-185
-2% -$7.52K 0.28% 88
2022
Q4 		$295K Buy
7,625
+395
+5% +$15.7K 0.29% 84
2022
Q3 		$278K Sell
7,230
-1,311
-15% -$55.7K 0.27% 87
2022
Q2 		$377K Buy
8,541
+6,226
+269% +$279K 0.3% 78
2022
Q1 		$122K Sell
2,315
-81,304
-97% -$3.98M 0.08% 212
2021
Q4 		$1.58K Buy
+83,619
New +$4.39M 0.01% 314

Other funds holding CIBR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Castleview Partners's CIBR Position: Q2 2026 in Review

Castleview Partners increased its First Trust NASDAQ Cybersecurity ETF (CIBR) stake by 2.8% in Q2 2026, buying an estimated $16.2K and bringing the position to 7,743 shares worth $696K. The position accounts for 0.31% of the portfolio, ranked #78.

Castleview Partners first reported a position in CIBR in Q4 2021 and has held it in 19 quarters since. 841 funds tracked by Wall St. Rank hold CIBR as of Q2 2026.

  • Castleview Partners held 7,743 shares of First Trust NASDAQ Cybersecurity ETF worth $696K as of Q2 2026.
  • Castleview Partners bought 211 First Trust NASDAQ Cybersecurity ETF shares in Q2 2026, an estimated $16.2K.
  • First Trust NASDAQ Cybersecurity ETF made up 0.31% of Castleview Partners's portfolio in Q2 2026, its #78 holding.
  • Castleview Partners first reported a position in First Trust NASDAQ Cybersecurity ETF in Q4 2021 and has held it in 19 quarters since.
  • 841 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.