Masso Torrence Wealth Management’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

Masso Torrence 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
2023 Q1	–	Sell	-23,379	Closed	-$905K	–	92
2022 Q4	$905K	Sell	23,379 -11,735	-33%	-$465K	0.72%	37
2022 Q3	$1.35M	Sell	35,114 -1,382	-4%	-$58.7K	1.19%	29
2022 Q2	$1.47M	Buy	36,496 +2,851	+8%	+$128K	1.29%	26
2022 Q1	$1.79M	Sell	33,645 -32	-0.1%	-$1.57K	1.43%	24
2021 Q4	$1.78M	Buy	+33,677	New	+$1.77M	1.24%	27

Other funds holding CIBR

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Masso Torrence Wealth Management's CIBR Position: Q1 2023 in Review

Masso Torrence Wealth Management sold out of First Trust NASDAQ Cybersecurity ETF (CIBR) in Q1 2023, closing a stake of 23,379 shares — an estimated $905K sold.

Masso Torrence Wealth Management first reported a position in CIBR in Q4 2021 and held it in 5 quarters. The position peaked at $1.79M in Q1 2022. 414 funds tracked by Wall St. Rank hold CIBR as of Q1 2023.

Masso Torrence Wealth Management reported no remaining First Trust NASDAQ Cybersecurity ETF position as of Q1 2023 after selling out during the quarter.
Masso Torrence Wealth Management sold 23,379 First Trust NASDAQ Cybersecurity ETF shares in Q1 2023, an estimated $905K.
Masso Torrence Wealth Management first reported a position in First Trust NASDAQ Cybersecurity ETF in Q4 2021 and held it in 5 quarters.
Masso Torrence Wealth Management's First Trust NASDAQ Cybersecurity ETF position peaked at $1.79M in Q1 2022.
414 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q1 2023.

Based on Masso Torrence Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.