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

Navigoe 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
2025
Q3 		– Sell
-21
Closed -$1K – 258
2025
Q2 		$1K Hold
21
– – ﹤0.01% 153
2025
Q1 		$1K Hold
21
– – ﹤0.01% 149
2024
Q4 		$1K Buy
+21
New +$1.32K ﹤0.01% 149

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Navigoe Wealth Management's CIBR Position: Q3 2025 in Review

Navigoe Wealth Management sold out of First Trust NASDAQ Cybersecurity ETF (CIBR) in Q3 2025, closing a stake of 21 shares — an estimated $1K sold.

Navigoe Wealth Management first reported a position in CIBR in Q4 2024 and held it in 3 quarters. The position peaked at $1K in Q2 2025. 719 funds tracked by Wall St. Rank hold CIBR as of Q3 2025.

  • Navigoe Wealth Management reported no remaining First Trust NASDAQ Cybersecurity ETF position as of Q3 2025 after selling out during the quarter.
  • Navigoe Wealth Management sold 21 First Trust NASDAQ Cybersecurity ETF shares in Q3 2025, an estimated $1K.
  • Navigoe Wealth Management first reported a position in First Trust NASDAQ Cybersecurity ETF in Q4 2024 and held it in 3 quarters.
  • Navigoe Wealth Management's First Trust NASDAQ Cybersecurity ETF position peaked at $1K in Q2 2025.
  • 719 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q3 2025.

Based on Navigoe Wealth Management's 13F filing for Q3 2025, filed 10 Oct 2025.