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

StoneCrest 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 		$7.19M Buy
79,976
+963
+1% +$73.9K 2.3% 17
2026
Q1 		$4.95M Buy
79,013
+1,141
+1% +$76.5K 2.1% 20
2025
Q4 		$5.56M Buy
77,872
+5,301
+7% +$397K 2.25% 16
2025
Q3 		$5.52M Buy
72,571
+1,404
+2% +$104K 2.42% 14
2025
Q2 		$5.38M Sell
71,167
-6,065
-8% -$416K 2.56% 12
2025
Q1 		$4.87M Sell
77,232
-18,534
-19% -$1.23M 3.09% 11
2024
Q4 		$6.08M Buy
95,766
+3,738
+4% +$235K 3.97% 6
2024
Q3 		$5.45M Buy
92,028
+925
+1% +$52.8K 3.97% 7
2024
Q2 		$5.14M Sell
91,103
-12,935
-12% -$708K 3.92% 8
2024
Q1 		$5.87M Buy
104,038
+2,096
+2% +$118K 5.07% 5
2023
Q4 		$5.49M Buy
+101,942
New +$4.93M 5.26% 5

Other funds holding CIBR

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return

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

StoneCrest Wealth Management increased its First Trust NASDAQ Cybersecurity ETF (CIBR) stake by 1.2% in Q2 2026, buying an estimated $73.9K and bringing the position to 79,976 shares worth $7.19M. The position accounts for 2.3% of the portfolio, ranked #17.

StoneCrest Wealth Management first reported a position in CIBR in Q4 2023 and has held it in 11 quarters since. 508 funds tracked by Wall St. Rank hold CIBR as of Q2 2026.

  • StoneCrest Wealth Management held 79,976 shares of First Trust NASDAQ Cybersecurity ETF worth $7.19M as of Q2 2026.
  • StoneCrest Wealth Management bought 963 First Trust NASDAQ Cybersecurity ETF shares in Q2 2026, an estimated $73.9K.
  • First Trust NASDAQ Cybersecurity ETF made up 2.3% of StoneCrest Wealth Management's portfolio in Q2 2026, its #17 holding.
  • StoneCrest Wealth Management first reported a position in First Trust NASDAQ Cybersecurity ETF in Q4 2023 and has held it in 11 quarters since.
  • 508 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q2 2026.

Based on StoneCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.