Perigon Wealth Management
CIBR icon

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
Q3 		$1.13M Sell
10,937
-3,336
-23% -$320K 0.02% 564
2026
Q2 		$1.28M Buy
14,273
+1,104
+8% +$84.7K 0.02% 506
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Capital Asset Advisory Services
Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Parkway Wealth Management
Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Rockport Wealth
Rockport Wealth Fairview Park, Ohio $571M AUM 17.22% 1-Year Est. Return

Perigon Wealth Management's CIBR Position: Q3 2026 in Review

Perigon Wealth Management reduced its First Trust NASDAQ Cybersecurity ETF (CIBR) stake by 23% in Q3 2026, selling an estimated $320K and leaving 10,937 shares worth $1.13M. The position accounts for 0.02% of the portfolio, ranked #564.

Perigon Wealth Management first reported a position in CIBR in Q2 2023 and has held it in 14 quarters since. The position peaked at $3.28M in Q3 2025. 554 funds tracked by Wall St. Rank hold CIBR as of Q3 2026.

  • Perigon Wealth Management held 10,937 shares of First Trust NASDAQ Cybersecurity ETF worth $1.13M as of Q3 2026.
  • Perigon Wealth Management sold 3,336 First Trust NASDAQ Cybersecurity ETF shares in Q3 2026, an estimated $320K.
  • First Trust NASDAQ Cybersecurity ETF made up 0.02% of Perigon Wealth Management's portfolio in Q3 2026, its #564 holding.
  • Perigon Wealth Management first reported a position in First Trust NASDAQ Cybersecurity ETF in Q2 2023 and has held it in 14 quarters since.
  • Perigon Wealth Management's First Trust NASDAQ Cybersecurity ETF position peaked at $3.28M in Q3 2025.
  • 554 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.