Koa Wealth Management
CIBR icon

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
Q3 		$1.79M Sell
17,370
-210
-1% -$20.1K 1.16% 25
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

Capital Asset Advisory Services
Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return
Parkway Wealth Management
Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
Marks Wealth
Marks Wealth Annapolis, Maryland $459M AUM 37.78% 1-Year Est. Return
Procyon Advisors
Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Koa Wealth Management's CIBR Position: Q3 2026 in Review

Koa Wealth Management reduced its First Trust NASDAQ Cybersecurity ETF (CIBR) stake by 1.2% in Q3 2026, selling an estimated $20.1K and leaving 17,370 shares worth $1.79M. The position accounts for 1.16% of the portfolio, ranked #25.

Koa Wealth Management first reported a position in CIBR in Q4 2025 and has held it in 4 quarters since. 405 funds tracked by Wall St. Rank hold CIBR as of Q3 2026.

  • Koa Wealth Management held 17,370 shares of First Trust NASDAQ Cybersecurity ETF worth $1.79M as of Q3 2026.
  • Koa Wealth Management sold 210 First Trust NASDAQ Cybersecurity ETF shares in Q3 2026, an estimated $20.1K.
  • First Trust NASDAQ Cybersecurity ETF made up 1.16% of Koa Wealth Management's portfolio in Q3 2026, its #25 holding.
  • Koa Wealth Management first reported a position in First Trust NASDAQ Cybersecurity ETF in Q4 2025 and has held it in 4 quarters since.
  • 405 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q3 2026.

Based on Koa Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.