AWA
BUG icon

Arete Wealth Advisors’s Global X Cybersecurity ETF BUG Stock Holding History

Arete Wealth 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
Q1 		– Sell
-7,150
Closed -$210K – 427
2023
Q4 		$210K Buy
+7,150
New +$184K 0.02% 665

Other funds holding BUG

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
TCMP
Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania $530M AUM 22.41% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

Arete Wealth Advisors's BUG Position: Q1 2024 in Review

Arete Wealth Advisors sold out of Global X Cybersecurity ETF (BUG) in Q1 2024, closing a stake of 7,150 shares — an estimated $210K sold.

Arete Wealth Advisors first reported a position in BUG in Q4 2023 and held it in 1 quarter. The position peaked at $210K in Q4 2023. 172 funds tracked by Wall St. Rank hold BUG as of Q1 2024.

  • Arete Wealth Advisors reported no remaining Global X Cybersecurity ETF position as of Q1 2024 after selling out during the quarter.
  • Arete Wealth Advisors sold 7,150 Global X Cybersecurity ETF shares in Q1 2024, an estimated $210K.
  • Arete Wealth Advisors first reported a position in Global X Cybersecurity ETF in Q4 2023 and held it in 1 quarter.
  • Arete Wealth Advisors's Global X Cybersecurity ETF position peaked at $210K in Q4 2023.
  • 172 funds tracked by Wall St. Rank held Global X Cybersecurity ETF as of Q1 2024.

Based on Arete Wealth Advisors's 13F filing for Q1 2024, filed 16 May 2024.