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

Perigon 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
2026 Q1	$825K	Sell	13,169 -2,154	-14%	-$144K	0.02%	594
2025 Q4	$1.09M	Sell	15,323 -27,783	-64%	-$2.08M	0.02%	513
2025 Q3	$3.28M	Buy	43,106 +885	+2%	+$65.4K	0.07%	262
2025 Q2	$3.19M	Buy	42,221 +32,971	+356%	+$2.26M	0.07%	255
2025 Q1	$583K	Buy	9,250 +198	+2%	+$13.1K	0.02%	596
2024 Q4	$586K	Sell	9,052 -386	-4%	-$24.2K	0.01%	589
2024 Q3	$559K	Buy	9,438 +2,611	+38%	+$149K	0.01%	583
2024 Q2	$385K	Sell	6,827 -871	-11%	-$47.7K	0.01%	604
2024 Q1	$434K	Buy	7,698 +2,745	+55%	+$154K	0.01%	571
2023 Q4	$267K	Sell	4,953 -440	-8%	-$21.3K	0.01%	692
2023 Q3	$245K	Sell	5,393 -57	-1%	-$2.61K	0.01%	663
2023 Q2	$248K	Buy	+5,450	New	+$231K	0.01%	676

Other funds holding CIBR

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

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

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Perigon Wealth Management's CIBR Position: Q1 2026 in Review

Perigon Wealth Management reduced its First Trust NASDAQ Cybersecurity ETF (CIBR) stake by 14% in Q1 2026, selling an estimated $144K and leaving 13,169 shares worth $825K. The position accounts for 0.02% of the portfolio, ranked #594.

Perigon Wealth Management first reported a position in CIBR in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.28M in Q3 2025. 744 funds tracked by Wall St. Rank hold CIBR as of Q1 2026.

Perigon Wealth Management held 13,169 shares of First Trust NASDAQ Cybersecurity ETF worth $825K as of Q1 2026.
Perigon Wealth Management sold 2,154 First Trust NASDAQ Cybersecurity ETF shares in Q1 2026, an estimated $144K.
First Trust NASDAQ Cybersecurity ETF made up 0.02% of Perigon Wealth Management's portfolio in Q1 2026, its #594 holding.
Perigon Wealth Management first reported a position in First Trust NASDAQ Cybersecurity ETF in Q2 2023 and has held it in 12 quarters since.
Perigon Wealth Management's First Trust NASDAQ Cybersecurity ETF position peaked at $3.28M in Q3 2025.
744 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.