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

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

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.

843 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.
843 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.