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Mark Sheptoff Financial Planning’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

Mark Sheptoff Financial Planning’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 		$2.95M Sell
32,789
-150
-0.5% -$11.5K 1.56% 15
2026
Q1 		$2.33M Sell
32,939
-1,815
-5% -$122K 1.24% 17
2025
Q4 		$2.48M Buy
34,754
+15
+0% +$1.12K 1.18% 21
2025
Q3 		$2.64M Buy
34,739
+8,875
+34% +$656K 1.26% 21
2025
Q2 		$1.95M Sell
25,864
-91
-0.4% -$6.24K 1.04% 24
2025
Q1 		$1.64M Sell
25,955
-350
-1% -$23.2K 0.9% 24
2024
Q4 		$1.67M Buy
26,305
+2,100
+9% +$132K 0.9% 24
2024
Q3 		$1.43M Buy
24,205
+1,100
+5% +$62.8K 0.76% 28
2024
Q2 		$1.3M Buy
23,105
+450
+2% +$24.6K 0.73% 31
2024
Q1 		$1.28M Buy
22,655
+21,855
+2,732% +$1.23M 0.71% 30
2023
Q4 		$43.1K Hold
800
– – 0.03% 174
2023
Q3 		$36.3K Sell
800
-1,100
-58% -$50.4K 0.02% 168
2023
Q2 		$86.3K Hold
1,900
– – 0.05% 124
2023
Q1 		$81.2K Hold
1,900
– – 0.05% 128
2022
Q4 		$73.5K Buy
1,900
+200
+12% +$7.93K 0.04% 130
2022
Q3 		$65K Buy
+1,700
New +$72.2K 0.04% 131

Other funds holding CIBR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Mark Sheptoff Financial Planning's CIBR Position: Q2 2026 in Review

Mark Sheptoff Financial Planning reduced its First Trust NASDAQ Cybersecurity ETF (CIBR) stake by 0.46% in Q2 2026, selling an estimated $11.5K and leaving 32,789 shares worth $2.95M. The position accounts for 1.56% of the portfolio, ranked #15.

Mark Sheptoff Financial Planning first reported a position in CIBR in Q3 2022 and has held it in 16 quarters since. 844 funds tracked by Wall St. Rank hold CIBR as of Q2 2026.

  • Mark Sheptoff Financial Planning held 32,789 shares of First Trust NASDAQ Cybersecurity ETF worth $2.95M as of Q2 2026.
  • Mark Sheptoff Financial Planning sold 150 First Trust NASDAQ Cybersecurity ETF shares in Q2 2026, an estimated $11.5K.
  • First Trust NASDAQ Cybersecurity ETF made up 1.56% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #15 holding.
  • Mark Sheptoff Financial Planning first reported a position in First Trust NASDAQ Cybersecurity ETF in Q3 2022 and has held it in 16 quarters since.
  • 844 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.