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

WealthPlan 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	$1.33M	Buy	14,749 +3,023	+26%	+$232K	0.07%	203
2026 Q1	$735K	Buy	+11,726	New	+$786K	0.04%	248
2023 Q1	–	Sell	-61,234	Closed	-$2.57M	–	461
2022 Q4	$2.57M	Buy	61,234 +1,404	+2%	+$55.7K	0.18%	107
2022 Q3	$2.36M	Buy	+59,830	New	+$2.54M	0.17%	101
2022 Q1	$1.86M	Buy	+39,696	New	+$1.94M	0.13%	121

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

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

WealthPlan Investment Management increased its First Trust NASDAQ Cybersecurity ETF (CIBR) stake by 26% in Q2 2026, buying an estimated $232K and bringing the position to 14,749 shares worth $1.33M. The position accounts for 0.07% of the portfolio, ranked #203.

WealthPlan Investment Management first reported a position in CIBR in Q1 2022 and has held it in 5 quarters since. The position peaked at $2.57M in Q4 2022. 841 funds tracked by Wall St. Rank hold CIBR as of Q2 2026.

WealthPlan Investment Management held 14,749 shares of First Trust NASDAQ Cybersecurity ETF worth $1.33M as of Q2 2026.
WealthPlan Investment Management bought 3,023 First Trust NASDAQ Cybersecurity ETF shares in Q2 2026, an estimated $232K.
First Trust NASDAQ Cybersecurity ETF made up 0.07% of WealthPlan Investment Management's portfolio in Q2 2026, its #203 holding.
WealthPlan Investment Management first reported a position in First Trust NASDAQ Cybersecurity ETF in Q1 2022 and has held it in 5 quarters since.
WealthPlan Investment Management's First Trust NASDAQ Cybersecurity ETF position peaked at $2.57M in Q4 2022.
841 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.