CreativeOne Wealth’s CyberArk CYBR Stock Holding History

CreativeOne Wealth’s Portfolio CYBR Stock Details CYBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-460	Closed	-$205K	–	1195
2025 Q4	$205K	Buy	460 +27	+6%	+$13K	0.01%	1115
2025 Q3	$209K	Buy	+433	New	+$186K	0.01%	1087

Other funds holding CYBR

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

MIM

MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return

MWM

Mosley Wealth Management Anaheim, California $314M AUM

CreativeOne Wealth's CYBR Position: Q1 2026 in Review

CreativeOne Wealth sold out of CyberArk (CYBR) in Q1 2026, closing a stake of 460 shares — an estimated $205K sold.

CreativeOne Wealth first reported a position in CYBR in Q3 2025 and held it in 2 quarters. The position peaked at $209K in Q3 2025. 3 funds tracked by Wall St. Rank hold CYBR as of Q1 2026.

CreativeOne Wealth reported no remaining CyberArk position as of Q1 2026 after selling out during the quarter.
CreativeOne Wealth sold 460 CyberArk shares in Q1 2026, an estimated $205K.
CreativeOne Wealth first reported a position in CyberArk in Q3 2025 and held it in 2 quarters.
CreativeOne Wealth's CyberArk position peaked at $209K in Q3 2025.
3 funds tracked by Wall St. Rank held CyberArk as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.