Perennial Investment Advisors’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

Perennial Investment 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	$460K	Buy	5,119 +953	+23%	+$73.1K	0.03%	339
2026 Q1	$261K	Buy	4,166 +106	+3%	+$7.11K	0.02%	426
2025 Q4	$290K	Buy	4,060 +747	+23%	+$56K	0.02%	384
2025 Q3	$252K	Sell	3,313 -356	-10%	-$26.3K	0.02%	407
2025 Q2	$277K	Buy	3,669 +80	+2%	+$5.49K	0.03%	370
2025 Q1	$226K	Hold	3,589	–	–	0.03%	377
2024 Q4	$228K	Buy	3,589 +89	+3%	+$5.58K	0.03%	358
2024 Q3	$207K	Buy	+3,500	New	+$200K	0.03%	361

Other funds holding CIBR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Perennial Investment Advisors's CIBR Position: Q2 2026 in Review

Perennial Investment Advisors increased its First Trust NASDAQ Cybersecurity ETF (CIBR) stake by 23% in Q2 2026, buying an estimated $73.1K and bringing the position to 5,119 shares worth $460K. The position accounts for 0.03% of the portfolio, ranked #339.

Perennial Investment Advisors first reported a position in CIBR in Q3 2024 and has held it in 8 quarters since. 842 funds tracked by Wall St. Rank hold CIBR as of Q2 2026.

Perennial Investment Advisors held 5,119 shares of First Trust NASDAQ Cybersecurity ETF worth $460K as of Q2 2026.
Perennial Investment Advisors bought 953 First Trust NASDAQ Cybersecurity ETF shares in Q2 2026, an estimated $73.1K.
First Trust NASDAQ Cybersecurity ETF made up 0.03% of Perennial Investment Advisors's portfolio in Q2 2026, its #339 holding.
Perennial Investment Advisors first reported a position in First Trust NASDAQ Cybersecurity ETF in Q3 2024 and has held it in 8 quarters since.
842 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.