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 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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Crown Wealth Group's CIBR Position: Q2 2026 in Review

Crown Wealth Group reduced its First Trust NASDAQ Cybersecurity ETF (CIBR) stake by 4% in Q2 2026, selling an estimated $52.9K and leaving 16,600 shares worth $1.49M. The position accounts for 0.38% of the portfolio, ranked #40.

Crown Wealth Group first reported a position in CIBR in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.72M in Q1 2024. 379 funds tracked by Wall St. Rank hold CIBR as of Q2 2026.

Crown Wealth Group held 16,600 shares of First Trust NASDAQ Cybersecurity ETF worth $1.49M as of Q2 2026.
Crown Wealth Group sold 689 First Trust NASDAQ Cybersecurity ETF shares in Q2 2026, an estimated $52.9K.
First Trust NASDAQ Cybersecurity ETF made up 0.38% of Crown Wealth Group's portfolio in Q2 2026, its #40 holding.
Crown Wealth Group first reported a position in First Trust NASDAQ Cybersecurity ETF in Q3 2023 and has held it in 12 quarters since.
Crown Wealth Group's First Trust NASDAQ Cybersecurity ETF position peaked at $4.72M in Q1 2024.
379 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q2 2026.

Based on Crown Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.