All Season Financial Advisors’s Global X Cybersecurity ETF BUG Stock Holding History

All Season Financial Advisors’s Portfolio BUG Stock Details BUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$342K	Sell	11,036 -5,984	-35%	-$178K	0.29%	78
2024 Q2	$503K	Buy	17,020 +5,600	+49%	+$161K	0.46%	60
2024 Q1	$340K	Sell	11,420 -5,612	-33%	-$168K	0.28%	91
2023 Q4	$499K	Sell	17,032 -2,141	-11%	-$55.2K	0.42%	68
2023 Q3	$466K	Buy	+19,173	New	+$466K	0.47%	56

Other funds holding BUG

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.37B AUM 19.97% 1-Year Est. Return

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

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

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

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

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

ZIMP

Zimmermann Investment Management & Planning New Cumberland, Pennsylvania $2.27M AUM 29.81% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

All Season Financial Advisors's BUG Position: Q3 2024 in Review

All Season Financial Advisors reduced its Global X Cybersecurity ETF (BUG) stake by 35% in Q3 2024, selling an estimated $178K and leaving 11,036 shares worth $342K. The position accounts for 0.29% of the portfolio, ranked #78.

All Season Financial Advisors first reported a position in BUG in Q3 2023 and has held it in 5 quarters since. The position peaked at $503K in Q2 2024. 162 funds tracked by Wall St. Rank hold BUG as of Q3 2024.

All Season Financial Advisors held 11,036 shares of Global X Cybersecurity ETF worth $342K as of Q3 2024.
All Season Financial Advisors sold 5,984 Global X Cybersecurity ETF shares in Q3 2024, an estimated $178K.
Global X Cybersecurity ETF made up 0.29% of All Season Financial Advisors's portfolio in Q3 2024, its #78 holding.
All Season Financial Advisors first reported a position in Global X Cybersecurity ETF in Q3 2023 and has held it in 5 quarters since.
All Season Financial Advisors's Global X Cybersecurity ETF position peaked at $503K in Q2 2024.
162 funds tracked by Wall St. Rank held Global X Cybersecurity ETF as of Q3 2024.

Based on All Season Financial Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.