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PlanVest Financial’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

PlanVest Financial’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 		– Sell
-210
Closed -$13.2K – 599
2026
Q1 		$13.2K Buy
+210
New +$14.1K 0.01% 358

Other funds holding CIBR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

PlanVest Financial's CIBR Position: Q2 2026 in Review

PlanVest Financial sold out of First Trust NASDAQ Cybersecurity ETF (CIBR) in Q2 2026, closing a stake of 210 shares — an estimated $13.2K sold.

PlanVest Financial first reported a position in CIBR in Q1 2026 and held it in 1 quarter. The position peaked at $13.2K in Q1 2026. 805 funds tracked by Wall St. Rank hold CIBR as of Q2 2026.

  • PlanVest Financial reported no remaining First Trust NASDAQ Cybersecurity ETF position as of Q2 2026 after selling out during the quarter.
  • PlanVest Financial sold 210 First Trust NASDAQ Cybersecurity ETF shares in Q2 2026, an estimated $13.2K.
  • PlanVest Financial first reported a position in First Trust NASDAQ Cybersecurity ETF in Q1 2026 and held it in 1 quarter.
  • PlanVest Financial's First Trust NASDAQ Cybersecurity ETF position peaked at $13.2K in Q1 2026.
  • 805 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.