SIM
CIBR icon

Synergy Investment Management’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

Synergy Investment 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 		$247K Sell
2,753
-100
-4% -$7.67K 0.06% 150
2026
Q1 		$179K Buy
2,853
+1
+0% +$67 0.06% 144
2025
Q4 		$204K Hold
2,852
– – 0.07% 127
2025
Q3 		$217K Buy
2,852
+150
+6% +$11.1K 0.08% 121
2025
Q2 		$204K Hold
2,702
– – 0.12% 79
2025
Q1 		$170K Sell
2,702
-1,200
-31% -$79.7K 0.07% 136
2024
Q4 		$248K Buy
+3,902
New +$245K 0.11% 100

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

Synergy Investment Management's CIBR Position: Q2 2026 in Review

Synergy Investment Management reduced its First Trust NASDAQ Cybersecurity ETF (CIBR) stake by 3.5% in Q2 2026, selling an estimated $7.67K and leaving 2,753 shares worth $247K. The position accounts for 0.06% of the portfolio, ranked #150.

Synergy Investment Management first reported a position in CIBR in Q4 2024 and has held it in 7 quarters since. The position peaked at $248K in Q4 2024. 842 funds tracked by Wall St. Rank hold CIBR as of Q2 2026.

  • Synergy Investment Management held 2,753 shares of First Trust NASDAQ Cybersecurity ETF worth $247K as of Q2 2026.
  • Synergy Investment Management sold 100 First Trust NASDAQ Cybersecurity ETF shares in Q2 2026, an estimated $7.67K.
  • First Trust NASDAQ Cybersecurity ETF made up 0.06% of Synergy Investment Management's portfolio in Q2 2026, its #150 holding.
  • Synergy Investment Management first reported a position in First Trust NASDAQ Cybersecurity ETF in Q4 2024 and has held it in 7 quarters since.
  • Synergy Investment Management's First Trust NASDAQ Cybersecurity ETF position peaked at $248K in Q4 2024.
  • 842 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.