Crown Wealth Group’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

Crown Wealth 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 Q3	$1.74M	Buy	16,884 +284	+2%	+$27.2K	0.43%	34
2026 Q2	$1.49M	Sell	16,600 -689	-4%	-$52.9K	0.38%	40
2026 Q1	$1.08M	Sell	17,289 -16,799	-49%	-$1.13M	0.32%	47
2025 Q4	$2.44M	Buy	34,088 +20,928	+159%	+$1.57M	0.68%	32
2025 Q3	$1M	Sell	13,160 -734	-5%	-$54.2K	0.3%	46
2025 Q2	$1.05M	Sell	13,894 -482	-3%	-$33.1K	0.39%	41
2025 Q1	$906K	Buy	14,376 +384	+3%	+$25.5K	0.47%	35
2024 Q4	$888K	Sell	13,992 -13	-0.1%	-$816	0.36%	42
2024 Q3	$830K	Sell	14,005 -45,487	-76%	-$2.6M	0.36%	46
2024 Q2	$3.36M	Sell	59,492 -24,247	-29%	-$1.33M	1.68%	15
2024 Q1	$4.72M	Buy	83,739 +8,663	+12%	+$487K	2.43%	11
2023 Q4	$4.04M	Buy	75,076 +33,686	+81%	+$1.63M	2.43%	11
2023 Q3	$1.88M	Buy	+41,390	New	+$1.9M	1.41%	14

Other funds holding CIBR

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 29.96% 1-Year Est. Return

Crown Wealth Group's CIBR Position: Q3 2026 in Review

Crown Wealth Group increased its First Trust NASDAQ Cybersecurity ETF (CIBR) stake by 1.7% in Q3 2026, buying an estimated $27.2K and bringing the position to 16,884 shares worth $1.74M. The position accounts for 0.43% of the portfolio, ranked #34.

Crown Wealth Group first reported a position in CIBR in Q3 2023 and has held it in 13 quarters since. The position peaked at $4.72M in Q1 2024. 399 funds tracked by Wall St. Rank hold CIBR as of Q3 2026.

Crown Wealth Group held 16,884 shares of First Trust NASDAQ Cybersecurity ETF worth $1.74M as of Q3 2026.
Crown Wealth Group bought 284 First Trust NASDAQ Cybersecurity ETF shares in Q3 2026, an estimated $27.2K.
First Trust NASDAQ Cybersecurity ETF made up 0.43% of Crown Wealth Group's portfolio in Q3 2026, its #34 holding.
Crown Wealth Group first reported a position in First Trust NASDAQ Cybersecurity ETF in Q3 2023 and has held it in 13 quarters since.
Crown Wealth Group's First Trust NASDAQ Cybersecurity ETF position peaked at $4.72M in Q1 2024.
399 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.