Goldstone Financial Group’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

Goldstone Financial Group’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	$1.87M	Sell	20,772 -1,474	-7%	-$113K	0.17%	90
2026 Q1	$1.39M	Sell	22,246 -734	-3%	-$49.2K	0.15%	97
2025 Q4	$1.64M	Buy	22,980 +5,801	+34%	+$435K	0.18%	81
2025 Q3	$1.31M	Buy	17,179 +4,800	+39%	+$355K	0.15%	88
2025 Q2	$940K	Buy	12,379 +1,440	+13%	+$98.8K	0.12%	101
2025 Q1	$689K	Buy	10,939 +2,422	+28%	+$161K	0.1%	114
2024 Q4	$540K	Buy	8,517 +5,092	+149%	+$320K	0.08%	121
2024 Q3	$203K	Buy	+3,425	New	+$195K	0.04%	190

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

Goldstone Financial Group's CIBR Position: Q2 2026 in Review

Goldstone Financial Group reduced its First Trust NASDAQ Cybersecurity ETF (CIBR) stake by 6.6% in Q2 2026, selling an estimated $113K and leaving 20,772 shares worth $1.87M. The position accounts for 0.17% of the portfolio, ranked #90.

Goldstone Financial Group first reported a position in CIBR in Q3 2024 and has held it in 8 quarters since. 841 funds tracked by Wall St. Rank hold CIBR as of Q2 2026.

Goldstone Financial Group held 20,772 shares of First Trust NASDAQ Cybersecurity ETF worth $1.87M as of Q2 2026.
Goldstone Financial Group sold 1,474 First Trust NASDAQ Cybersecurity ETF shares in Q2 2026, an estimated $113K.
First Trust NASDAQ Cybersecurity ETF made up 0.17% of Goldstone Financial Group's portfolio in Q2 2026, its #90 holding.
Goldstone Financial Group first reported a position in First Trust NASDAQ Cybersecurity ETF in Q3 2024 and has held it in 8 quarters since.
841 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.