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

Independent 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 		$14.3M Sell
159,417
-17,642
-10% -$1.35M 0.27% 64
2026
Q1 		$11.1M Sell
177,059
-3,923
-2% -$263K 0.25% 71
2025
Q4 		$12.9M Buy
180,982
+6,207
+4% +$465K 0.29% 59
2025
Q3 		$13.3M Buy
174,775
+49,788
+40% +$3.68M 0.32% 50
2025
Q2 		$9.45M Buy
124,987
+15,091
+14% +$1.03M 0.26% 62
2025
Q1 		$6.92M Sell
109,896
-7,866
-7% -$522K 0.24% 80
2024
Q4 		$7.47M Sell
117,762
-5,890
-5% -$370K 0.25% 71
2024
Q3 		$7.32M Buy
123,652
+3,468
+3% +$198K 0.27% 71
2024
Q2 		$6.78M Sell
120,184
-17,722
-13% -$970K 0.27% 70
2024
Q1 		$7.78M Buy
137,906
+37,716
+38% +$2.12M 0.36% 52
2023
Q4 		$5.39M Buy
100,190
+4,322
+5% +$209K 0.29% 72
2023
Q3 		$4.36M Buy
95,868
+2,802
+3% +$128K 0.28% 72
2023
Q2 		$4.23M Buy
93,066
+1,631
+2% +$69.1K 0.29% 64
2023
Q1 		$3.91M Buy
91,435
+4,782
+6% +$194K 0.31% 66
2022
Q4 		$3.35M Sell
86,653
-4,831
-5% -$192K 0.29% 68
2022
Q3 		$3.52M Buy
91,484
+790
+0.9% +$33.6K 0.32% 53
2022
Q2 		$3.65M Buy
90,694
+7,733
+9% +$346K 0.39% 46
2022
Q1 		$4.41M Sell
82,961
-961
-1% -$47K 0.36% 46
2021
Q4 		$4.43M Buy
83,922
+37,211
+80% +$1.96M 0.37% 42
2021
Q3 		$2.28M Sell
46,711
-1,294
-3% -$64K 0.23% 94
2021
Q2 		$2.24M Buy
48,005
+12,087
+34% +$537K 0.24% 98
2021
Q1 		$1.5M Buy
35,918
+719
+2% +$31.5K 0.19% 128
2020
Q4 		$1.56M Buy
35,199
+3,546
+11% +$135K 0.23% 106
2020
Q3 		$1.1M Buy
31,653
+743
+2% +$25.9K 0.21% 124
2020
Q2 		$1.02M Sell
30,910
-2,514
-8% -$75.9K 0.22% 113
2020
Q1 		$861K Buy
+33,424
New +$980K 0.25% 97

Other funds holding CIBR

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Independent Financial Group reduced its First Trust NASDAQ Cybersecurity ETF (CIBR) stake by 10% in Q2 2026, selling an estimated $1.35M and leaving 159,417 shares worth $14.3M. The position accounts for 0.27% of the portfolio, ranked #64.

Independent Financial Group first reported a position in CIBR in Q1 2020 and has held it in 26 quarters since. 805 funds tracked by Wall St. Rank hold CIBR as of Q2 2026.

  • Independent Financial Group held 159,417 shares of First Trust NASDAQ Cybersecurity ETF worth $14.3M as of Q2 2026.
  • Independent Financial Group sold 17,642 First Trust NASDAQ Cybersecurity ETF shares in Q2 2026, an estimated $1.35M.
  • First Trust NASDAQ Cybersecurity ETF made up 0.27% of Independent Financial Group's portfolio in Q2 2026, its #64 holding.
  • Independent Financial Group first reported a position in First Trust NASDAQ Cybersecurity ETF in Q1 2020 and has held it in 26 quarters since.
  • 805 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.