Cyndeo Wealth Partners’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

Cyndeo Wealth Partners’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	$1.07M	Buy	11,945 +6,569	+122%	+$504K	0.05%	255
2026 Q1	$337K	Buy	+5,376	New	+$361K	0.02%	390
2025 Q2	–	Sell	-6,873	Closed	-$433K	–	467
2025 Q1	$433K	Hold	6,873	–	–	0.03%	318
2024 Q4	$436K	Buy	6,873 +409	+6%	+$25.7K	0.03%	316
2024 Q3	$383K	Hold	6,464	–	–	0.03%	330
2024 Q2	$365K	Hold	6,464	–	–	0.03%	314
2024 Q1	$365K	Sell	6,464 -249	-4%	-$14K	0.03%	301
2023 Q4	$361K	Sell	6,713 -607	-8%	-$29.3K	0.03%	286
2023 Q3	$333K	Buy	+7,320	New	+$335K	0.03%	261

Other funds holding CIBR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Cyndeo Wealth Partners's CIBR Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its First Trust NASDAQ Cybersecurity ETF (CIBR) stake by 122% in Q2 2026, buying an estimated $504K and bringing the position to 11,945 shares worth $1.07M. The position accounts for 0.05% of the portfolio, ranked #255.

Cyndeo Wealth Partners first reported a position in CIBR in Q3 2023 and has held it in 9 quarters since. 841 funds tracked by Wall St. Rank hold CIBR as of Q2 2026.

Cyndeo Wealth Partners held 11,945 shares of First Trust NASDAQ Cybersecurity ETF worth $1.07M as of Q2 2026.
Cyndeo Wealth Partners bought 6,569 First Trust NASDAQ Cybersecurity ETF shares in Q2 2026, an estimated $504K.
First Trust NASDAQ Cybersecurity ETF made up 0.05% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #255 holding.
Cyndeo Wealth Partners first reported a position in First Trust NASDAQ Cybersecurity ETF in Q3 2023 and has held it in 9 quarters since.
841 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q2 2026.

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