One Charles Private Wealth Services’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

One Charles Private Wealth Services’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	$268K	Buy	+2,978	New	+$229K	0.06%	146
2026 Q1	–	Sell	-2,978	Closed	-$213K	–	166
2025 Q4	$213K	Buy	2,978 +197	+7%	+$14.8K	0.06%	158
2025 Q3	$211K	Hold	2,781	–	–	0.06%	155
2025 Q2	$210K	Buy	+2,781	New	+$191K	0.06%	150
2022 Q4	–	Sell	-6,571	Closed	-$253K	–	116
2022 Q3	$253K	Buy	6,571 +206	+3%	+$8.75K	0.17%	99
2022 Q2	$259K	Buy	6,365 +835	+15%	+$37.4K	0.17%	96
2022 Q1	$294K	Buy	5,530 +967	+21%	+$47.3K	0.18%	87
2021 Q4	$241K	Buy	4,563 +422	+10%	+$22.2K	0.14%	107
2021 Q3	$202K	Buy	+4,141	New	+$205K	0.12%	118

Other funds holding CIBR

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

KCFA

Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

One Charles Private Wealth Services's CIBR Position: Q2 2026 in Review

One Charles Private Wealth Services opened a new position in First Trust NASDAQ Cybersecurity ETF (CIBR) in Q2 2026: 2,978 shares worth $268K. The stake represents 0.06% of the portfolio and ranks #146 among its holdings. This is a return to the name: One Charles Private Wealth Services previously reported a position in CIBR as recently as Q4 2025.

One Charles Private Wealth Services first reported a position in CIBR in Q3 2021 and has held it in 9 quarters since. The position peaked at $294K in Q1 2022. 123 funds tracked by Wall St. Rank hold CIBR as of Q2 2026.

One Charles Private Wealth Services held 2,978 shares of First Trust NASDAQ Cybersecurity ETF worth $268K as of Q2 2026.
First Trust NASDAQ Cybersecurity ETF was a new One Charles Private Wealth Services position in Q2 2026.
First Trust NASDAQ Cybersecurity ETF made up 0.06% of One Charles Private Wealth Services's portfolio in Q2 2026, its #146 holding.
One Charles Private Wealth Services first reported a position in First Trust NASDAQ Cybersecurity ETF in Q3 2021 and has held it in 9 quarters since.
One Charles Private Wealth Services's First Trust NASDAQ Cybersecurity ETF position peaked at $294K in Q1 2022.
123 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q2 2026.

Based on One Charles Private Wealth Services's 13F filing for Q2 2026, filed 15 Jul 2026.