WJWM
CIBR icon

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

Williams Jones 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
2026
Q2 		$3.6M Buy
40,088
+1,793
+5% +$138K 0.04% 162
2026
Q1 		$2.4M Sell
38,295
-9,710
-20% -$651K 0.03% 178
2025
Q4 		$3.43M Buy
48,005
+5,650
+13% +$423K 0.04% 158
2025
Q3 		$3.22M Buy
42,355
+12,682
+43% +$937K 0.04% 158
2025
Q2 		$2.24M Buy
29,673
+9,853
+50% +$676K 0.03% 177
2025
Q1 		$1.25M Buy
19,820
+3,870
+24% +$257K 0.02% 219
2024
Q4 		$1.01M Buy
15,950
+820
+5% +$51.5K 0.01% 253
2024
Q3 		$896K Hold
15,130
– – 0.01% 268
2024
Q2 		$854K Hold
15,130
– – 0.01% 270
2024
Q1 		$853K Buy
+15,130
New +$850K 0.01% 278

Other funds holding CIBR

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return

Williams Jones Wealth Management's CIBR Position: Q2 2026 in Review

Williams Jones Wealth Management increased its First Trust NASDAQ Cybersecurity ETF (CIBR) stake by 4.7% in Q2 2026, buying an estimated $138K and bringing the position to 40,088 shares worth $3.6M. The position accounts for 0.04% of the portfolio, ranked #162.

Williams Jones Wealth Management first reported a position in CIBR in Q1 2024 and has held it in 10 quarters since. 472 funds tracked by Wall St. Rank hold CIBR as of Q2 2026.

  • Williams Jones Wealth Management held 40,088 shares of First Trust NASDAQ Cybersecurity ETF worth $3.6M as of Q2 2026.
  • Williams Jones Wealth Management bought 1,793 First Trust NASDAQ Cybersecurity ETF shares in Q2 2026, an estimated $138K.
  • First Trust NASDAQ Cybersecurity ETF made up 0.04% of Williams Jones Wealth Management's portfolio in Q2 2026, its #162 holding.
  • Williams Jones Wealth Management first reported a position in First Trust NASDAQ Cybersecurity ETF in Q1 2024 and has held it in 10 quarters since.
  • 472 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.