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

Waverly 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 		$8.34M Buy
92,862
+5,088
+6% +$390K 0.05% 329
2026
Q1 		$5.5M Sell
87,774
-17,816
-17% -$1.19M 0.04% 389
2025
Q4 		$7.54M Buy
105,590
+23,155
+28% +$1.73M 0.06% 295
2025
Q3 		$6.27M Buy
82,435
+2,512
+3% +$186K 0.06% 282
2025
Q2 		$6.04M Buy
79,923
+87
+0.1% +$5.97K 0.07% 270
2025
Q1 		$5.03M Buy
79,836
+631
+0.8% +$41.9K 0.06% 298
2024
Q4 		$5.03M Buy
79,205
+251
+0.3% +$15.8K 0.08% 216
2024
Q3 		$4.68M Sell
78,954
-523
-0.7% -$29.8K 0.09% 205
2024
Q2 		$4.48M Buy
79,477
+2,154
+3% +$118K 0.09% 203
2024
Q1 		$4.36M Buy
77,323
+20,262
+36% +$1.14M 0.1% 162
2023
Q4 		$3.07M Sell
57,061
-650
-1% -$31.4K 0.12% 112
2023
Q3 		$2.62M Hold
57,711
– – 0.11% 115
2023
Q2 		$2.62M Hold
57,711
– – 0.12% 113
2023
Q1 		$2.47M Hold
57,711
– – 0.13% 93
2022
Q4 		$2.23M Buy
57,711
+100
+0.2% +$3.96K 0.12% 87
2022
Q3 		$2.22M Hold
57,611
– – 0.16% 71
2022
Q2 		$2.32M Hold
57,611
– – 0.21% 50
2022
Q1 		$3.06M Hold
57,611
– – 0.26% 39
2021
Q4 		$2.74M Buy
57,611
+650
+1% +$34.2K 0.24% 39
2021
Q3 		$3.15M Hold
56,961
– – 0.27% 38
2021
Q2 		$2.79M Hold
56,961
– – 0.26% 39
2021
Q1 		$2.47M Buy
+56,961
New +$2.49M 0.24% 41

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

Waverly Advisors's CIBR Position: Q2 2026 in Review

Waverly Advisors increased its First Trust NASDAQ Cybersecurity ETF (CIBR) stake by 5.8% in Q2 2026, buying an estimated $390K and bringing the position to 92,862 shares worth $8.34M. The position accounts for 0.05% of the portfolio, ranked #329.

Waverly Advisors first reported a position in CIBR in Q1 2021 and has held it in 22 quarters since. 843 funds tracked by Wall St. Rank hold CIBR as of Q2 2026.

  • Waverly Advisors held 92,862 shares of First Trust NASDAQ Cybersecurity ETF worth $8.34M as of Q2 2026.
  • Waverly Advisors bought 5,088 First Trust NASDAQ Cybersecurity ETF shares in Q2 2026, an estimated $390K.
  • First Trust NASDAQ Cybersecurity ETF made up 0.05% of Waverly Advisors's portfolio in Q2 2026, its #329 holding.
  • Waverly Advisors first reported a position in First Trust NASDAQ Cybersecurity ETF in Q1 2021 and has held it in 22 quarters since.
  • 843 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.