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

Congress 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
2025 Q2	$678K	Buy	8,973 +60	+0.7%	+$4.12K	0.01%	822
2025 Q1	$564K	Sell	8,913 -299	-3%	-$19.8K	0.01%	779
2024 Q4	$585K	Buy	9,212 +4,684	+103%	+$294K	0.01%	604
2024 Q3	$268K	Sell	4,528 -158	-3%	-$9.02K	﹤0.01%	758
2024 Q2	$264K	Buy	4,686 +362	+8%	+$19.8K	﹤0.01%	643
2024 Q1	$244K	Buy	4,324 +9	+0.2%	+$506	﹤0.01%	544
2023 Q4	$232K	Buy	+4,315	New	+$209K	﹤0.01%	573

Other funds holding CIBR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Congress Wealth Management's CIBR Position: Q2 2025 in Review

Congress Wealth Management increased its First Trust NASDAQ Cybersecurity ETF (CIBR) stake by 0.67% in Q2 2025, buying an estimated $4.12K and bringing the position to 8,973 shares worth $678K. The position accounts for 0.01% of the portfolio, ranked #822.

Congress Wealth Management first reported a position in CIBR in Q4 2023 and has held it in 7 quarters since. 714 funds tracked by Wall St. Rank hold CIBR as of Q2 2025.

Congress Wealth Management held 8,973 shares of First Trust NASDAQ Cybersecurity ETF worth $678K as of Q2 2025.
Congress Wealth Management bought 60 First Trust NASDAQ Cybersecurity ETF shares in Q2 2025, an estimated $4.12K.
First Trust NASDAQ Cybersecurity ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #822 holding.
Congress Wealth Management first reported a position in First Trust NASDAQ Cybersecurity ETF in Q4 2023 and has held it in 7 quarters since.
714 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.