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Elmwood Wealth Management’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

Elmwood Wealth Management’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 		$455K Hold
5,066
– – 0.11% 134
2026
Q1 		$318K Buy
+5,066
New +$340K 0.09% 147

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

Elmwood Wealth Management's CIBR Position: Q2 2026 in Review

Elmwood Wealth Management held its First Trust NASDAQ Cybersecurity ETF (CIBR) position steady in Q2 2026 at 5,066 shares worth $455K. The position accounts for 0.11% of the portfolio, ranked #134.

Elmwood Wealth Management first reported a position in CIBR in Q1 2026 and has held it in 2 quarters since. 841 funds tracked by Wall St. Rank hold CIBR as of Q2 2026.

  • Elmwood Wealth Management held 5,066 shares of First Trust NASDAQ Cybersecurity ETF worth $455K as of Q2 2026.
  • Elmwood Wealth Management left its First Trust NASDAQ Cybersecurity ETF share count unchanged in Q2 2026.
  • First Trust NASDAQ Cybersecurity ETF made up 0.11% of Elmwood Wealth Management's portfolio in Q2 2026, its #134 holding.
  • Elmwood Wealth Management first reported a position in First Trust NASDAQ Cybersecurity ETF in Q1 2026 and has held it in 2 quarters since.
  • 841 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q2 2026.

Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.