CFML
CIBR icon

COMPASS FINANCIAL MANAGEMENT LLC’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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
Q2 		$1.39M Buy
+14,790
New +$1.14M 0.17% 147

Other funds holding CIBR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's CIBR Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in First Trust NASDAQ Cybersecurity ETF (CIBR) in Q2 2026: 14,790 shares worth $1.39M. The stake represents 0.17% of the portfolio and ranks #147 among its holdings.

671 funds tracked by Wall St. Rank hold CIBR as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 14,790 shares of First Trust NASDAQ Cybersecurity ETF worth $1.39M as of Q2 2026.
  • First Trust NASDAQ Cybersecurity ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • First Trust NASDAQ Cybersecurity ETF made up 0.17% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #147 holding.
  • 671 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.