KWM
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Koa Wealth Management’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

Koa 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
2026
Q2 		$1.58M Buy
17,580
+5,263
+43% +$404K 1.07% 29
2026
Q1 		$772K Sell
12,317
-312
-2% -$20.9K 0.56% 39
2025
Q4 		$902K Buy
+12,629
New +$946K 0.62% 39

Other funds holding CIBR

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
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
RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return
Truist Financial
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
MW
Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Koa Wealth Management's CIBR Position: Q2 2026 in Review

Koa Wealth Management increased its First Trust NASDAQ Cybersecurity ETF (CIBR) stake by 43% in Q2 2026, buying an estimated $404K and bringing the position to 17,580 shares worth $1.58M. The position accounts for 1.07% of the portfolio, ranked #29.

Koa Wealth Management first reported a position in CIBR in Q4 2025 and has held it in 3 quarters since. 379 funds tracked by Wall St. Rank hold CIBR as of Q2 2026.

  • Koa Wealth Management held 17,580 shares of First Trust NASDAQ Cybersecurity ETF worth $1.58M as of Q2 2026.
  • Koa Wealth Management bought 5,263 First Trust NASDAQ Cybersecurity ETF shares in Q2 2026, an estimated $404K.
  • First Trust NASDAQ Cybersecurity ETF made up 1.07% of Koa Wealth Management's portfolio in Q2 2026, its #29 holding.
  • Koa Wealth Management first reported a position in First Trust NASDAQ Cybersecurity ETF in Q4 2025 and has held it in 3 quarters since.
  • 379 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q2 2026.

Based on Koa Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.