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Marshall & Sterling Wealth Advisors’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

Marshall & Sterling Wealth Advisors’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 		$576K Sell
6,414
-2,880
-31% -$221K 0.34% 54
2026
Q1 		$583K Buy
9,294
+5,493
+145% +$368K 0.38% 48
2025
Q4 		$272K Buy
3,801
+1,574
+71% +$118K 0.18% 76
2025
Q3 		$169K Buy
2,227
+2,036
+1,066% +$150K 0.11% 91
2025
Q2 		$14.4K Hold
191
– – 0.01% 285
2025
Q1 		$12K Sell
191
-13
-6% -$863 0.01% 295
2024
Q4 		$12.9K Buy
+204
New +$12.8K 0.01% 217

Other funds holding CIBR

PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's CIBR Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors reduced its First Trust NASDAQ Cybersecurity ETF (CIBR) stake by 31% in Q2 2026, selling an estimated $221K and leaving 6,414 shares worth $576K. The position accounts for 0.34% of the portfolio, ranked #54.

Marshall & Sterling Wealth Advisors first reported a position in CIBR in Q4 2024 and has held it in 7 quarters since. The position peaked at $583K in Q1 2026. 186 funds tracked by Wall St. Rank hold CIBR as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 6,414 shares of First Trust NASDAQ Cybersecurity ETF worth $576K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors sold 2,880 First Trust NASDAQ Cybersecurity ETF shares in Q2 2026, an estimated $221K.
  • First Trust NASDAQ Cybersecurity ETF made up 0.34% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #54 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in First Trust NASDAQ Cybersecurity ETF in Q4 2024 and has held it in 7 quarters since.
  • Marshall & Sterling Wealth Advisors's First Trust NASDAQ Cybersecurity ETF position peaked at $583K in Q1 2026.
  • 186 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.