ICA Group Wealth Management’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

ICA Group 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
2024 Q2	$14.1K	Sell	250 -2,978	-92%	-$163K	0.01%	423
2024 Q1	$182K	Sell	3,228 -199	-6%	-$11.2K	0.04%	297
2023 Q4	$185K	Buy	+3,427	New	+$166K	0.04%	270
2023 Q3	–	Sell	-2,837	Closed	-$129K	–	387
2023 Q2	$129K	Sell	2,837 -7,262	-72%	-$308K	0.03%	286
2023 Q1	$432K	Buy	10,099 +295	+3%	+$12K	0.1%	162
2022 Q4	$380K	Sell	9,804 -3,201	-25%	-$127K	0.09%	185
2022 Q3	$501K	Hold	13,005	–	–	0.11%	193
2022 Q2	$584K	Sell	13,005 -160	-1%	-$7.16K	0.11%	177
2022 Q1	$568K	Buy	+13,165	New	+$644K	0.11%	178

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

TAF

Tredje AP-fonden Se-111 91 Stockholm, Sweden $18.3B AUM 27.14% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 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

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

ICA Group Wealth Management's CIBR Position: Q2 2024 in Review

ICA Group Wealth Management reduced its First Trust NASDAQ Cybersecurity ETF (CIBR) stake by 92% in Q2 2024, selling an estimated $163K and leaving 250 shares worth $14.1K. The position accounts for 0.01% of the portfolio, ranked #423.

ICA Group Wealth Management first reported a position in CIBR in Q1 2022 and has held it in 9 quarters since. The position peaked at $584K in Q2 2022. 529 funds tracked by Wall St. Rank hold CIBR as of Q2 2024.

ICA Group Wealth Management held 250 shares of First Trust NASDAQ Cybersecurity ETF worth $14.1K as of Q2 2024.
ICA Group Wealth Management sold 2,978 First Trust NASDAQ Cybersecurity ETF shares in Q2 2024, an estimated $163K.
First Trust NASDAQ Cybersecurity ETF made up 0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #423 holding.
ICA Group Wealth Management first reported a position in First Trust NASDAQ Cybersecurity ETF in Q1 2022 and has held it in 9 quarters since.
ICA Group Wealth Management's First Trust NASDAQ Cybersecurity ETF position peaked at $584K in Q2 2022.
529 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.