Kaizen Financial Strategies’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

Kaizen Financial Strategies’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	$764K	Buy	8,390 +6	+0.1%	+$460	0.25%	64
2026 Q1	$553K	Buy	8,384 +6	+0.1%	+$402	0.23%	81
2025 Q4	$599K	Buy	8,378 +24	+0.3%	+$1.8K	0.26%	67
2025 Q3	$623K	Sell	8,354 -302	-3%	-$22.3K	0.28%	65
2025 Q2	$654K	Buy	8,656 +111	+1%	+$7.61K	0.33%	56
2025 Q1	$538K	Hold	8,545	–	–	0.31%	58
2024 Q4	$542K	Buy	8,545 +200	+2%	+$12.6K	0.31%	58
2024 Q3	$494K	Buy	8,345 +2	+0%	+$114	0.29%	58
2024 Q2	$459K	Buy	8,343 +9	+0.1%	+$493	0.29%	56
2024 Q1	$470K	Buy	8,334 +30	+0.4%	+$1.69K	0.32%	59
2023 Q4	$447K	Buy	+8,304	New	+$401K	0.34%	54

Other funds holding CIBR

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Kaizen Financial Strategies's CIBR Position: Q2 2026 in Review

Kaizen Financial Strategies increased its First Trust NASDAQ Cybersecurity ETF (CIBR) stake by 0.07% in Q2 2026, buying an estimated $460 and bringing the position to 8,390 shares worth $764K. The position accounts for 0.25% of the portfolio, ranked #64.

Kaizen Financial Strategies first reported a position in CIBR in Q4 2023 and has held it in 11 quarters since. 380 funds tracked by Wall St. Rank hold CIBR as of Q2 2026.

Kaizen Financial Strategies held 8,390 shares of First Trust NASDAQ Cybersecurity ETF worth $764K as of Q2 2026.
Kaizen Financial Strategies bought 6 First Trust NASDAQ Cybersecurity ETF shares in Q2 2026, an estimated $460.
First Trust NASDAQ Cybersecurity ETF made up 0.25% of Kaizen Financial Strategies's portfolio in Q2 2026, its #64 holding.
Kaizen Financial Strategies first reported a position in First Trust NASDAQ Cybersecurity ETF in Q4 2023 and has held it in 11 quarters since.
380 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.