Creative Planning
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Creative Planning’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

Creative Planning’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 		$6.53M Sell
104,180
-903
-0.9% -$60.6K ﹤0.01% 990
2025
Q4 		$7.51M Sell
105,083
-3,187
-3% -$239K 0.01% 745
2025
Q3 		$8.23M Buy
108,270
+11,588
+12% +$856K 0.01% 645
2025
Q2 		$7.31M Buy
96,682
+1,952
+2% +$134K 0.01% 625
2025
Q1 		$5.97M Sell
94,730
-3,950
-4% -$262K 0.01% 655
2024
Q4 		$6.26M Sell
98,680
-1,467
-1% -$92.1K 0.01% 585
2024
Q3 		$5.93M Sell
100,147
-1,690
-2% -$96.5K 0.01% 580
2024
Q2 		$5.75M Sell
101,837
-6,666
-6% -$365K 0.01% 564
2024
Q1 		$6.12M Sell
108,503
-765
-0.7% -$43K 0.01% 546
2023
Q4 		$5.88M Sell
109,268
-4,483
-4% -$217K 0.01% 525
2023
Q3 		$5.17M Sell
113,751
-8,066
-7% -$369K 0.01% 524
2023
Q2 		$5.53M Sell
121,817
-12,736
-9% -$540K 0.01% 497
2023
Q1 		$5.75M Sell
134,553
-4,026
-3% -$164K 0.01% 469
2022
Q4 		$5.36M Sell
138,579
-21,768
-14% -$863K 0.01% 473
2022
Q3 		$6.17M Buy
160,347
+18,666
+13% +$793K 0.01% 399
2022
Q2 		$5.7M Buy
141,681
+21,214
+18% +$949K 0.01% 425
2022
Q1 		$6.4M Buy
120,467
+482
+0.4% +$23.6K 0.01% 400
2021
Q4 		$6.33M Sell
119,985
-3,183
-3% -$167K 0.01% 366
2021
Q3 		$6M Sell
123,168
-2,834
-2% -$140K 0.01% 372
2021
Q2 		$5.89M Buy
126,002
+109,865
+681% +$4.88M 0.01% 367
2021
Q1 		$675K Buy
16,137
+6,085
+61% +$266K ﹤0.01% 1249
2020
Q4 		$446K Buy
10,052
+855
+9% +$32.6K ﹤0.01% 1384
2020
Q3 		$320K Buy
+9,197
New +$321K ﹤0.01% 1385
2017
Q1 		– Sell
-100
Closed -$2K – 4669
2016
Q4 		$2K Buy
+100
New +$1.97K ﹤0.01% 4241

Other funds holding CIBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Creative Planning's CIBR Position: Q1 2026 in Review

Creative Planning reduced its First Trust NASDAQ Cybersecurity ETF (CIBR) stake by 0.86% in Q1 2026, selling an estimated $60.6K and leaving 104,180 shares worth $6.53M. The position accounts for ﹤0.01% of the portfolio, ranked #990.

Creative Planning first reported a position in CIBR in Q4 2016 and has held it in 24 quarters since. The position peaked at $8.23M in Q3 2025. 744 funds tracked by Wall St. Rank hold CIBR as of Q1 2026.

  • Creative Planning held 104,180 shares of First Trust NASDAQ Cybersecurity ETF worth $6.53M as of Q1 2026.
  • Creative Planning sold 903 First Trust NASDAQ Cybersecurity ETF shares in Q1 2026, an estimated $60.6K.
  • First Trust NASDAQ Cybersecurity ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #990 holding.
  • Creative Planning first reported a position in First Trust NASDAQ Cybersecurity ETF in Q4 2016 and has held it in 24 quarters since.
  • Creative Planning's First Trust NASDAQ Cybersecurity ETF position peaked at $8.23M in Q3 2025.
  • 744 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.