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

Venturi 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
2025 Q1	–	Sell	-416	Closed	-$26.4K	–	798
2024 Q4	$26.4K	Sell	416 -406	-49%	-$25.5K	﹤0.01%	1199
2024 Q3	$48.7K	Buy	+822	New	+$46.9K	﹤0.01%	775
2024 Q1	–	Sell	-19	Closed	-$1.02K	–	1377
2023 Q4	$1.02K	Buy	+19	New	+$919	﹤0.01%	1343
2023 Q3	–	Sell	-61	Closed	-$2.77K	–	1327
2023 Q2	$2.77K	Buy	61 +6	+11%	+$254	﹤0.01%	855
2023 Q1	$2.35K	Buy	+55	New	+$2.24K	﹤0.01%	977

Other funds holding CIBR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Venturi Wealth Management's CIBR Position: Q1 2025 in Review

Venturi Wealth Management sold out of First Trust NASDAQ Cybersecurity ETF (CIBR) in Q1 2025, closing a stake of 416 shares — an estimated $26.4K sold.

Venturi Wealth Management first reported a position in CIBR in Q1 2023 and held it in 5 quarters. The position peaked at $48.7K in Q3 2024. 617 funds tracked by Wall St. Rank hold CIBR as of Q1 2025.

Venturi Wealth Management reported no remaining First Trust NASDAQ Cybersecurity ETF position as of Q1 2025 after selling out during the quarter.
Venturi Wealth Management sold 416 First Trust NASDAQ Cybersecurity ETF shares in Q1 2025, an estimated $26.4K.
Venturi Wealth Management first reported a position in First Trust NASDAQ Cybersecurity ETF in Q1 2023 and held it in 5 quarters.
Venturi Wealth Management's First Trust NASDAQ Cybersecurity ETF position peaked at $48.7K in Q3 2024.
617 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.