GoalVest Advisory
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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
Q3 		$1.01M Buy
46,921
+38,722
+472% +$3.71M 0.18% 66
2026
Q2 		$737K Buy
+8,199
New +$629K 0.14% 73

Other funds holding CIBR

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Capital Asset Advisory Services
Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Parkway Wealth Management
Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Rockport Wealth
Rockport Wealth Fairview Park, Ohio $571M AUM 17.22% 1-Year Est. Return

GoalVest Advisory's CIBR Position: Q3 2026 in Review

GoalVest Advisory increased its First Trust NASDAQ Cybersecurity ETF (CIBR) stake by 472% in Q3 2026, buying an estimated $3.71M and bringing the position to 46,921 shares worth $1.01M. The position accounts for 0.18% of the portfolio, ranked #66.

GoalVest Advisory first reported a position in CIBR in Q2 2026 and has held it in 2 quarters since. 584 funds tracked by Wall St. Rank hold CIBR as of Q3 2026.

  • GoalVest Advisory held 46,921 shares of First Trust NASDAQ Cybersecurity ETF worth $1.01M as of Q3 2026.
  • GoalVest Advisory bought 38,722 First Trust NASDAQ Cybersecurity ETF shares in Q3 2026, an estimated $3.71M.
  • First Trust NASDAQ Cybersecurity ETF made up 0.18% of GoalVest Advisory's portfolio in Q3 2026, its #66 holding.
  • GoalVest Advisory first reported a position in First Trust NASDAQ Cybersecurity ETF in Q2 2026 and has held it in 2 quarters since.
  • 584 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.