Lee Financial Group Hawaii’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

Lee Financial Group Hawaii’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
2022 Q2	–	Sell	-114,576	Closed	-$6.08K	–	38
2022 Q1	$6.08K	Sell	114,576 -603	-0.5%	-$29.5K	4.15%	7
2021 Q4	$6.08M	Sell	115,179 -1,425	-1%	-$74.9K	4.42%	6
2021 Q3	$5.68M	Sell	116,604 -65,433	-36%	-$3.23M	4.18%	9
2021 Q2	$8.51M	Sell	182,037 -1,433	-0.8%	-$63.7K	6.14%	6
2021 Q1	$7.67M	Buy	183,470 +99,835	+119%	+$4.37M	6.29%	7
2020 Q4	$3.71M	Buy	83,635 +25,648	+44%	+$978K	3.13%	14
2020 Q3	$2.02M	Buy	57,987 +17,395	+43%	+$607K	1.67%	20
2020 Q2	$1.34M	Buy	+40,592	New	+$1.23M	1.15%	21

Other funds holding CIBR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return