GoalVest Advisory’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

GoalVest Advisory’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	$737K	Buy	+8,199	New	+$629K	0.14%	73

Other funds holding CIBR

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

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

GoalVest Advisory's CIBR Position: Q2 2026 in Review

GoalVest Advisory opened a new position in First Trust NASDAQ Cybersecurity ETF (CIBR) in Q2 2026: 8,199 shares worth $737K. The stake represents 0.14% of the portfolio and ranks #73 among its holdings.

130 funds tracked by Wall St. Rank hold CIBR as of Q2 2026.

GoalVest Advisory held 8,199 shares of First Trust NASDAQ Cybersecurity ETF worth $737K as of Q2 2026.
First Trust NASDAQ Cybersecurity ETF was a new GoalVest Advisory position in Q2 2026.
First Trust NASDAQ Cybersecurity ETF made up 0.14% of GoalVest Advisory's portfolio in Q2 2026, its #73 holding.
130 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.