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Crestwood Advisors Group’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

Crestwood Advisors Group’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 		$623K Buy
6,937
+2,975
+75% +$228K 0.01% 422
2026
Q1 		$248K Sell
3,962
-27
-0.7% -$1.81K ﹤0.01% 655
2025
Q4 		$285K Buy
3,989
+126
+3% +$9.44K ﹤0.01% 540
2025
Q3 		$294K Sell
3,863
-107
-3% -$7.9K 0.01% 471
2025
Q2 		$300K Hold
3,970
– – 0.01% 445
2025
Q1 		$250K Buy
3,970
+257
+7% +$17.1K ﹤0.01% 455
2024
Q4 		$236K Hold
3,713
– – ﹤0.01% 428
2024
Q3 		$220K Hold
3,713
– – ﹤0.01% 416
2024
Q2 		$209K Buy
3,713
+38
+1% +$2.08K ﹤0.01% 410
2024
Q1 		$207K Buy
+3,675
New +$207K ﹤0.01% 405

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

Crestwood Advisors Group's CIBR Position: Q2 2026 in Review

Crestwood Advisors Group increased its First Trust NASDAQ Cybersecurity ETF (CIBR) stake by 75% in Q2 2026, buying an estimated $228K and bringing the position to 6,937 shares worth $623K. The position accounts for 0.01% of the portfolio, ranked #422.

Crestwood Advisors Group first reported a position in CIBR in Q1 2024 and has held it in 10 quarters since. 841 funds tracked by Wall St. Rank hold CIBR as of Q2 2026.

  • Crestwood Advisors Group held 6,937 shares of First Trust NASDAQ Cybersecurity ETF worth $623K as of Q2 2026.
  • Crestwood Advisors Group bought 2,975 First Trust NASDAQ Cybersecurity ETF shares in Q2 2026, an estimated $228K.
  • First Trust NASDAQ Cybersecurity ETF made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #422 holding.
  • Crestwood Advisors Group first reported a position in First Trust NASDAQ Cybersecurity ETF in Q1 2024 and has held it in 10 quarters since.
  • 841 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.