InterOcean Capital Group’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

InterOcean Capital 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
2024 Q1	$279K	Sell	4,948 -424	-8%	-$23.8K	0.01%	399
2023 Q4	$289K	Sell	5,372 -475	-8%	-$23K	0.01%	373
2023 Q3	$266K	Sell	5,847 -34	-0.6%	-$1.56K	0.01%	371
2023 Q2	$267K	Sell	5,881 -344	-6%	-$14.6K	0.01%	371
2023 Q1	$266K	Sell	6,225 -207	-3%	-$8.41K	0.01%	337
2022 Q4	$249K	Hold	6,432	–	–	0.01%	350
2022 Q3	$248K	Sell	6,432 -225	-3%	-$9.56K	0.01%	343
2022 Q2	$268K	Buy	+6,657	New	+$298K	0.01%	342

Other funds holding CIBR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TAF

Tredje AP-fonden Se-111 91 Stockholm, Sweden $22.1B AUM 41.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

InterOcean Capital Group's CIBR Position: Q1 2024 in Review

InterOcean Capital Group reduced its First Trust NASDAQ Cybersecurity ETF (CIBR) stake by 7.9% in Q1 2024, selling an estimated $23.8K and leaving 4,948 shares worth $279K. The position accounts for 0.01% of the portfolio, ranked #399.

InterOcean Capital Group first reported a position in CIBR in Q2 2022 and has held it in 8 quarters since. The position peaked at $289K in Q4 2023. 517 funds tracked by Wall St. Rank hold CIBR as of Q1 2024.

InterOcean Capital Group held 4,948 shares of First Trust NASDAQ Cybersecurity ETF worth $279K as of Q1 2024.
InterOcean Capital Group sold 424 First Trust NASDAQ Cybersecurity ETF shares in Q1 2024, an estimated $23.8K.
First Trust NASDAQ Cybersecurity ETF made up 0.01% of InterOcean Capital Group's portfolio in Q1 2024, its #399 holding.
InterOcean Capital Group first reported a position in First Trust NASDAQ Cybersecurity ETF in Q2 2022 and has held it in 8 quarters since.
InterOcean Capital Group's First Trust NASDAQ Cybersecurity ETF position peaked at $289K in Q4 2023.
517 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q1 2024.

Based on InterOcean Capital Group's 13F filing for Q1 2024, filed 13 May 2024.