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

PTM 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 		$13.3M Sell
122,802
-1,474
-1% -$141K 5.64% 7
2026
Q2 		$11M Buy
124,276
+5,287
+4% +$406K 4.95% 9
2026
Q1 		$7.63M Buy
+118,989
New +$7.98M 4.05% 10
2025
Q2 		– Sell
-4,922
Closed -$283K – 50
2025
Q1 		$283K Buy
+4,922
New +$327K 0.3% 29

Other funds holding CIBR

Capital Asset Advisory Services
Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 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
Procyon Advisors
Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Appleton Partners
Appleton Partners Boston, Massachusetts $1.63B AUM 29.96% 1-Year Est. Return
Key Client Fiduciary Advisors
Key Client Fiduciary Advisors Fairfield, New Jersey $358M AUM 21.09% 1-Year Est. Return

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

PTM Wealth Management reduced its First Trust NASDAQ Cybersecurity ETF (CIBR) stake by 1.2% in Q3 2026, selling an estimated $141K and leaving 122,802 shares worth $13.3M. The position accounts for 5.64% of the portfolio, ranked #7.

PTM Wealth Management first reported a position in CIBR in Q1 2025 and has held it in 4 quarters since. 392 funds tracked by Wall St. Rank hold CIBR as of Q3 2026.

  • PTM Wealth Management held 122,802 shares of First Trust NASDAQ Cybersecurity ETF worth $13.3M as of Q3 2026.
  • PTM Wealth Management sold 1,474 First Trust NASDAQ Cybersecurity ETF shares in Q3 2026, an estimated $141K.
  • First Trust NASDAQ Cybersecurity ETF made up 5.64% of PTM Wealth Management's portfolio in Q3 2026, its #7 holding.
  • PTM Wealth Management first reported a position in First Trust NASDAQ Cybersecurity ETF in Q1 2025 and has held it in 4 quarters since.
  • 392 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q3 2026.

Based on PTM Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.