SWM
CIBR icon

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

SHP 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
Q2 		$3.32M Buy
36,917
+1,612
+5% +$124K 0.23% 34
2026
Q1 		$2.21M Buy
35,305
+6,783
+24% +$455K 0.17% 41
2025
Q4 		$2.04M Buy
+28,522
New +$2.14M 0.16% 48

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

SHP Wealth Management's CIBR Position: Q2 2026 in Review

SHP Wealth Management increased its First Trust NASDAQ Cybersecurity ETF (CIBR) stake by 4.6% in Q2 2026, buying an estimated $124K and bringing the position to 36,917 shares worth $3.32M. The position accounts for 0.23% of the portfolio, ranked #34.

SHP Wealth Management first reported a position in CIBR in Q4 2025 and has held it in 3 quarters since. 845 funds tracked by Wall St. Rank hold CIBR as of Q2 2026.

  • SHP Wealth Management held 36,917 shares of First Trust NASDAQ Cybersecurity ETF worth $3.32M as of Q2 2026.
  • SHP Wealth Management bought 1,612 First Trust NASDAQ Cybersecurity ETF shares in Q2 2026, an estimated $124K.
  • First Trust NASDAQ Cybersecurity ETF made up 0.23% of SHP Wealth Management's portfolio in Q2 2026, its #34 holding.
  • SHP Wealth Management first reported a position in First Trust NASDAQ Cybersecurity ETF in Q4 2025 and has held it in 3 quarters since.
  • 845 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.