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

Concentrum 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
Q2 		$5.92M Buy
65,900
+1,532
+2% +$118K 1.42% 16
2026
Q1 		$4.03M Sell
64,368
-334
-0.5% -$22.4K 1.19% 18
2025
Q4 		$4.62M Buy
64,702
+2,833
+5% +$212K 1.29% 18
2025
Q3 		$4.7M Sell
61,869
-18,754
-23% -$1.39M 1.36% 16
2025
Q2 		$6.09M Buy
80,623
+2,601
+3% +$178K 1.91% 13
2025
Q1 		$4.92M Buy
78,022
+1,614
+2% +$107K 1.82% 12
2024
Q4 		$4.85M Buy
76,408
+914
+1% +$57.4K 1.71% 13
2024
Q3 		$4.47M Buy
75,494
+1,030
+1% +$58.8K 1.74% 14
2024
Q2 		$4.2M Buy
74,464
+2,411
+3% +$132K 1.77% 13
2024
Q1 		$4.06M Buy
72,053
+5,497
+8% +$309K 1.88% 12
2023
Q4 		$3.58M Sell
66,556
-31,297
-32% -$1.51M 1.87% 13
2023
Q3 		$4.45M Sell
97,853
-1,064
-1% -$48.7K 2.69% 10
2023
Q2 		$4.49M Buy
98,917
+93
+0.1% +$3.94K 2.87% 8
2023
Q1 		$4.22M Sell
98,824
-1,257
-1% -$51.1K 3.13% 7
2022
Q4 		$3.87M Buy
100,081
+2,643
+3% +$105K 3.46% 6
2022
Q3 		$3.75M Buy
97,438
+1,113
+1% +$47.3K 3.27% 8
2022
Q2 		$3.88M Sell
96,325
-31,291
-25% -$1.4M 3.18% 9
2022
Q1 		$6.78M Buy
127,616
+719
+0.6% +$35.2K 4.22% 3
2021
Q4 		$6.7M Buy
126,897
+3,191
+3% +$168K 3.49% 5
2021
Q3 		$6.03M Buy
123,706
+1,413
+1% +$69.9K 3.79% 6
2021
Q2 		$5.72M Buy
122,293
+950
+0.8% +$42.2K 3.67% 5
2021
Q1 		$5.08M Sell
121,343
-1,512
-1% -$66.2K 3.83% 5
2020
Q4 		$5.45M Buy
122,855
+21,939
+22% +$837K 4.31% 4
2020
Q3 		$3.51M Buy
100,916
+5,671
+6% +$198K 3.35% 7
2020
Q2 		$3.15M Buy
95,245
+996
+1% +$30.1K 3.19% 8
2020
Q1 		$2.43M Buy
+94,249
New +$2.76M 3.26% 7

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

Concentrum Wealth Management's CIBR Position: Q2 2026 in Review

Concentrum Wealth Management increased its First Trust NASDAQ Cybersecurity ETF (CIBR) stake by 2.4% in Q2 2026, buying an estimated $118K and bringing the position to 65,900 shares worth $5.92M. The position accounts for 1.42% of the portfolio, ranked #16.

Concentrum Wealth Management first reported a position in CIBR in Q1 2020 and has held it in 26 quarters since. The position peaked at $6.78M in Q1 2022. 843 funds tracked by Wall St. Rank hold CIBR as of Q2 2026.

  • Concentrum Wealth Management held 65,900 shares of First Trust NASDAQ Cybersecurity ETF worth $5.92M as of Q2 2026.
  • Concentrum Wealth Management bought 1,532 First Trust NASDAQ Cybersecurity ETF shares in Q2 2026, an estimated $118K.
  • First Trust NASDAQ Cybersecurity ETF made up 1.42% of Concentrum Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Concentrum Wealth Management first reported a position in First Trust NASDAQ Cybersecurity ETF in Q1 2020 and has held it in 26 quarters since.
  • Concentrum Wealth Management's First Trust NASDAQ Cybersecurity ETF position peaked at $6.78M in Q1 2022.
  • 843 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q2 2026.

Based on Concentrum Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.