Greenwood Capital Associates’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

Greenwood Capital Associates’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
2025 Q1	–	Sell	-5,833	Closed	-$370K	–	241
2024 Q4	$370K	Sell	5,833 -2,071	-26%	-$130K	0.05%	209
2024 Q3	$468K	Sell	7,904 -408	-5%	-$23.3K	0.06%	187
2024 Q2	$469K	Sell	8,312 -192	-2%	-$10.5K	0.06%	190
2024 Q1	$480K	Sell	8,504 -722	-8%	-$40.6K	0.06%	202
2023 Q4	$497K	Buy	+9,226	New	+$446K	0.06%	192
2022 Q1	–	Sell	-11,790	Closed	-$622K	–	213
2021 Q4	$622K	Sell	11,790 -1,193	-9%	-$62.7K	0.09%	174
2021 Q3	$633K	Buy	+12,983	New	+$642K	0.1%	164

Other funds holding CIBR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Greenwood Capital Associates's CIBR Position: Q1 2025 in Review

Greenwood Capital Associates sold out of First Trust NASDAQ Cybersecurity ETF (CIBR) in Q1 2025, closing a stake of 5,833 shares — an estimated $370K sold.

Greenwood Capital Associates first reported a position in CIBR in Q3 2021 and held it in 7 quarters. The position peaked at $633K in Q3 2021. 617 funds tracked by Wall St. Rank hold CIBR as of Q1 2025.

Greenwood Capital Associates reported no remaining First Trust NASDAQ Cybersecurity ETF position as of Q1 2025 after selling out during the quarter.
Greenwood Capital Associates sold 5,833 First Trust NASDAQ Cybersecurity ETF shares in Q1 2025, an estimated $370K.
Greenwood Capital Associates first reported a position in First Trust NASDAQ Cybersecurity ETF in Q3 2021 and held it in 7 quarters.
Greenwood Capital Associates's First Trust NASDAQ Cybersecurity ETF position peaked at $633K in Q3 2021.
617 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q1 2025.

Based on Greenwood Capital Associates's 13F filing for Q1 2025, filed 15 Apr 2025.