Valeo Financial Advisors’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

Valeo Financial 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
2026 Q2	$1.18M	Buy	13,114 +1,034	+9%	+$79.4K	0.02%	276
2026 Q1	$757K	Hold	12,080	–	–	0.02%	312
2025 Q4	$863K	Hold	12,080	–	–	0.02%	335
2025 Q3	$918K	Sell	12,080 -435	-3%	-$32.1K	0.02%	321
2025 Q2	$946K	Buy	12,515 +8,421	+206%	+$578K	0.02%	313
2025 Q1	$258K	Buy	+4,094	New	+$272K	0.01%	565
2021 Q2	–	Sell	-381	Closed	-$16K	–	745
2021 Q1	$16K	Buy	+381	New	+$16.7K	﹤0.01%	1235

Other funds holding CIBR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Valeo Financial Advisors's CIBR Position: Q2 2026 in Review

Valeo Financial Advisors increased its First Trust NASDAQ Cybersecurity ETF (CIBR) stake by 8.6% in Q2 2026, buying an estimated $79.4K and bringing the position to 13,114 shares worth $1.18M. The position accounts for 0.02% of the portfolio, ranked #276.

Valeo Financial Advisors first reported a position in CIBR in Q1 2021 and has held it in 7 quarters since. 841 funds tracked by Wall St. Rank hold CIBR as of Q2 2026.

Valeo Financial Advisors held 13,114 shares of First Trust NASDAQ Cybersecurity ETF worth $1.18M as of Q2 2026.
Valeo Financial Advisors bought 1,034 First Trust NASDAQ Cybersecurity ETF shares in Q2 2026, an estimated $79.4K.
First Trust NASDAQ Cybersecurity ETF made up 0.02% of Valeo Financial Advisors's portfolio in Q2 2026, its #276 holding.
Valeo Financial Advisors first reported a position in First Trust NASDAQ Cybersecurity ETF in Q1 2021 and has held it in 7 quarters since.
841 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.