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San Luis Wealth Advisors’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

San Luis Wealth Advisors’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
2024
Q3 		– Sell
-66,804
Closed -$3.77M – 146
2024
Q2 		$3.77M Buy
+66,804
New +$3.66M 0.91% 36

Other funds holding CIBR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

San Luis Wealth Advisors's CIBR Position: Q3 2024 in Review

San Luis Wealth Advisors sold out of First Trust NASDAQ Cybersecurity ETF (CIBR) in Q3 2024, closing a stake of 66,804 shares — an estimated $3.77M sold.

San Luis Wealth Advisors first reported a position in CIBR in Q2 2024 and held it in 1 quarter. The position peaked at $3.77M in Q2 2024. 546 funds tracked by Wall St. Rank hold CIBR as of Q3 2024.

  • San Luis Wealth Advisors reported no remaining First Trust NASDAQ Cybersecurity ETF position as of Q3 2024 after selling out during the quarter.
  • San Luis Wealth Advisors sold 66,804 First Trust NASDAQ Cybersecurity ETF shares in Q3 2024, an estimated $3.77M.
  • San Luis Wealth Advisors first reported a position in First Trust NASDAQ Cybersecurity ETF in Q2 2024 and held it in 1 quarter.
  • San Luis Wealth Advisors's First Trust NASDAQ Cybersecurity ETF position peaked at $3.77M in Q2 2024.
  • 546 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q3 2024.

Based on San Luis Wealth Advisors's 13F filing for Q3 2024, filed 9 Oct 2024.