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

Golden State 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 		$3.99M Buy
44,462
+10,148
+30% +$779K 0.36% 58
2026
Q1 		$2.15M Buy
34,314
+20,451
+148% +$1.37M 0.24% 89
2025
Q4 		$991K Buy
13,863
+8,161
+143% +$611K 0.1% 157
2025
Q3 		$433K Sell
5,702
-1,028
-15% -$75.9K 0.05% 263
2025
Q2 		$509K Buy
6,730
+444
+7% +$30.4K 0.06% 230
2025
Q1 		$396K Sell
6,286
-725
-10% -$48.1K 0.06% 240
2024
Q4 		$445K Buy
+7,011
New +$440K 0.07% 210
2022
Q1 		$1.57M Buy
29,491
+1,979
+7% +$96.8K 0.31% 66
2021
Q4 		$1.45M Buy
27,512
+5,516
+25% +$290K 0.25% 78
2021
Q3 		$1.07M Buy
21,996
+14,344
+187% +$709K 0.23% 78
2021
Q2 		$358K Buy
+7,652
New +$340K 0.08% 203
2020
Q2 		– Sell
-710
Closed -$18K – 304
2020
Q1 		$18K Buy
+710
New +$20.8K 0.01% 517
2019
Q4 		– Sell
-500
Closed -$14K – 196
2019
Q3 		$14K Hold
500
– – ﹤0.01% 678
2019
Q2 		$14K Hold
500
– – ﹤0.01% 676
2019
Q1 		$14K Buy
+500
New +$13.3K ﹤0.01% 699

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

Golden State Wealth Management's CIBR Position: Q2 2026 in Review

Golden State Wealth Management increased its First Trust NASDAQ Cybersecurity ETF (CIBR) stake by 30% in Q2 2026, buying an estimated $779K and bringing the position to 44,462 shares worth $3.99M. The position accounts for 0.36% of the portfolio, ranked #58.

Golden State Wealth Management first reported a position in CIBR in Q1 2019 and has held it in 15 quarters since. 841 funds tracked by Wall St. Rank hold CIBR as of Q2 2026.

  • Golden State Wealth Management held 44,462 shares of First Trust NASDAQ Cybersecurity ETF worth $3.99M as of Q2 2026.
  • Golden State Wealth Management bought 10,148 First Trust NASDAQ Cybersecurity ETF shares in Q2 2026, an estimated $779K.
  • First Trust NASDAQ Cybersecurity ETF made up 0.36% of Golden State Wealth Management's portfolio in Q2 2026, its #58 holding.
  • Golden State Wealth Management first reported a position in First Trust NASDAQ Cybersecurity ETF in Q1 2019 and has held it in 15 quarters since.
  • 841 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.