Allworth Financial
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Allworth Financial’s Global X Cybersecurity ETF BUG Stock Holding History

Allworth Financial’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
2026
Q2 		$158K Hold
4,147
– – ﹤0.01% 1646
2026
Q1 		$104K Sell
4,147
-1,197
-22% -$32.9K ﹤0.01% 1807
2025
Q4 		$163K Sell
5,344
-1,450
-21% -$47.9K ﹤0.01% 1451
2025
Q3 		$239K Buy
6,794
+1,409
+26% +$48.8K ﹤0.01% 1210
2025
Q2 		$200K Buy
5,385
+582
+12% +$20K ﹤0.01% 1178
2025
Q1 		$159K Sell
4,803
-333
-6% -$11.2K ﹤0.01% 1035
2024
Q4 		$171K Buy
+5,136
New +$166K ﹤0.01% 1002
2024
Q2 		– Sell
-1
Closed -$29 – 3668
2024
Q1 		$16 Buy
+1
New +$30 ﹤0.01% 3558
2023
Q4 		– Hold
0
– – – 3428
2023
Q3 		– Sell
-250
Closed -$6.07K – 3417
2023
Q2 		$6.07K Hold
250
– – ﹤0.01% 2025
2023
Q1 		$5.86K Sell
250
-300
-55% -$6.66K ﹤0.01% 1978
2022
Q4 		$11.4K Buy
+550
New +$12.7K ﹤0.01% 1649

Other funds holding BUG

Clal Insurance
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $5.98B AUM 28.55% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Allworth Financial's BUG Position: Q2 2026 in Review

Allworth Financial held its Global X Cybersecurity ETF (BUG) position steady in Q2 2026 at 4,147 shares worth $158K. The position accounts for ﹤0.01% of the portfolio, ranked #1646.

Allworth Financial first reported a position in BUG in Q4 2022 and has held it in 11 quarters since. The position peaked at $239K in Q3 2025. 219 funds tracked by Wall St. Rank hold BUG as of Q2 2026.

  • Allworth Financial held 4,147 shares of Global X Cybersecurity ETF worth $158K as of Q2 2026.
  • Allworth Financial left its Global X Cybersecurity ETF share count unchanged in Q2 2026.
  • Global X Cybersecurity ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1646 holding.
  • Allworth Financial first reported a position in Global X Cybersecurity ETF in Q4 2022 and has held it in 11 quarters since.
  • Allworth Financial's Global X Cybersecurity ETF position peaked at $239K in Q3 2025.
  • 219 funds tracked by Wall St. Rank held Global X Cybersecurity ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.