KAS
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KPP Advisory Services’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

KPP Advisory Services’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
Q1 		$452K Buy
7,207
+420
+6% +$28.2K 0.07% 227
2025
Q4 		$485K Sell
6,787
-7
-0.1% -$524 0.07% 205
2025
Q3 		$516K Sell
6,794
-19
-0.3% -$1.4K 0.08% 203
2025
Q2 		$515K Buy
6,813
+679
+11% +$46.6K 0.08% 189
2025
Q1 		$386K Sell
6,134
-196
-3% -$13K 0.07% 207
2024
Q4 		$402K Buy
6,330
+237
+4% +$14.9K 0.09% 158
2024
Q3 		$361K Buy
6,093
+834
+16% +$47.6K 0.09% 173
2024
Q2 		$297K Buy
5,259
+1,056
+25% +$57.8K 0.08% 187
2024
Q1 		$237K Buy
+4,203
New +$236K 0.07% 213

Other funds holding CIBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return