PPW
CIBR icon

Pinnacle Private Wealth’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

Pinnacle Private Wealth’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
2022
Q2 		$1.2M Sell
29,715
-1,204
-4% -$53.9K 0.47% 56
2022
Q1 		$1.64M Buy
30,919
+93
+0.3% +$4.55K 0.51% 44
2021
Q4 		$1.63M Buy
+30,826
New +$1.62M 0.51% 43

Other funds holding CIBR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Pinnacle Private Wealth's CIBR Position: Q2 2022 in Review

Pinnacle Private Wealth reduced its First Trust NASDAQ Cybersecurity ETF (CIBR) stake by 3.9% in Q2 2022, selling an estimated $53.9K and leaving 29,715 shares worth $1.2M. The position accounts for 0.47% of the portfolio, ranked #56.

Pinnacle Private Wealth first reported a position in CIBR in Q4 2021 and has held it in 3 quarters since. The position peaked at $1.64M in Q1 2022. 389 funds tracked by Wall St. Rank hold CIBR as of Q2 2022.

  • Pinnacle Private Wealth held 29,715 shares of First Trust NASDAQ Cybersecurity ETF worth $1.2M as of Q2 2022.
  • Pinnacle Private Wealth sold 1,204 First Trust NASDAQ Cybersecurity ETF shares in Q2 2022, an estimated $53.9K.
  • First Trust NASDAQ Cybersecurity ETF made up 0.47% of Pinnacle Private Wealth's portfolio in Q2 2022, its #56 holding.
  • Pinnacle Private Wealth first reported a position in First Trust NASDAQ Cybersecurity ETF in Q4 2021 and has held it in 3 quarters since.
  • Pinnacle Private Wealth's First Trust NASDAQ Cybersecurity ETF position peaked at $1.64M in Q1 2022.
  • 389 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.