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IAM Advisory’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

IAM 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 		$9.6M Buy
106,887
+4,043
+4% +$310K 1.87% 12
2026
Q1 		$6.45M Sell
102,844
-1,268
-1% -$85K 1.44% 12
2025
Q4 		$7.44M Sell
104,112
-503
-0.5% -$37.7K 1.65% 12
2025
Q3 		$7.95M Sell
104,615
-3,048
-3% -$225K 1.79% 11
2025
Q2 		$8.14M Buy
107,663
+18,871
+21% +$1.29M 1.95% 11
2025
Q1 		$5.59M Buy
88,792
+1,747
+2% +$116K 1.45% 13
2024
Q4 		$5.52M Sell
87,045
-1,395
-2% -$87.5K 1.4% 14
2024
Q3 		$5.24M Sell
88,440
-3,250
-4% -$185K 1.32% 13
2024
Q2 		$5.17M Sell
91,690
-22,044
-19% -$1.21M 1.4% 13
2024
Q1 		$6.41M Sell
113,734
-2,111
-2% -$119K 1.76% 12
2023
Q4 		$6.24M Buy
115,845
+330
+0.3% +$16K 1.96% 11
2023
Q3 		$5.25M Sell
115,515
-1,422
-1% -$65.1K 1.83% 11
2023
Q2 		$5.31M Buy
116,937
+112,164
+2,350% +$4.75M 1.81% 10
2023
Q1 		$204K Sell
4,773
-28,193
-86% -$1.15M 0.07% 88
2022
Q4 		$1.28M Sell
32,966
-3,242
-9% -$129K 0.47% 32
2022
Q3 		$1.39M Buy
36,208
+1,415
+4% +$60.1K 0.59% 22
2022
Q2 		$1.4M Buy
34,793
+1,251
+4% +$56K 0.58% 21
2022
Q1 		$1.78M Buy
33,542
+234
+0.7% +$11.4K 0.72% 18
2021
Q4 		$1.66M Sell
33,308
-56
-0.2% -$2.94K 0.65% 20
2021
Q3 		$1.66M Buy
+33,364
New +$1.65M 0.7% 19

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

IAM Advisory's CIBR Position: Q2 2026 in Review

IAM Advisory increased its First Trust NASDAQ Cybersecurity ETF (CIBR) stake by 3.9% in Q2 2026, buying an estimated $310K and bringing the position to 106,887 shares worth $9.6M. The position accounts for 1.87% of the portfolio, ranked #12.

IAM Advisory first reported a position in CIBR in Q3 2021 and has held it in 20 quarters since. 841 funds tracked by Wall St. Rank hold CIBR as of Q2 2026.

  • IAM Advisory held 106,887 shares of First Trust NASDAQ Cybersecurity ETF worth $9.6M as of Q2 2026.
  • IAM Advisory bought 4,043 First Trust NASDAQ Cybersecurity ETF shares in Q2 2026, an estimated $310K.
  • First Trust NASDAQ Cybersecurity ETF made up 1.87% of IAM Advisory's portfolio in Q2 2026, its #12 holding.
  • IAM Advisory first reported a position in First Trust NASDAQ Cybersecurity ETF in Q3 2021 and has held it in 20 quarters since.
  • 841 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q2 2026.

Based on IAM Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.