Avantax Advisory Services’s Global X Cybersecurity ETF BUG Stock Holding History

Avantax Advisory Services’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
2025 Q2	$705K	Buy	18,997 +2,899	+18%	+$99.4K	﹤0.01%	1378
2025 Q1	$521K	Buy	16,098 +1,413	+10%	+$47.6K	﹤0.01%	1478
2024 Q4	$471K	Sell	14,685 -170	-1%	-$5.51K	﹤0.01%	1483
2024 Q3	$460K	Sell	14,855 -973	-6%	-$29K	﹤0.01%	1466
2024 Q2	$468K	Buy	15,828 +8,782	+125%	+$252K	﹤0.01%	1407
2024 Q1	$210K	Buy	+7,046	New	+$211K	﹤0.01%	1520
2022 Q4	–	Sell	-12,394	Closed	-$298K	–	1429
2022 Q3	$298K	Sell	12,394 -7,675	-38%	-$203K	﹤0.01%	1015
2022 Q2	$502K	Buy	20,069 +9,314	+87%	+$256K	0.01%	782
2022 Q1	$339K	Buy	10,755 +717	+7%	+$21.1K	﹤0.01%	949
2021 Q4	$319K	Buy	+10,038	New	+$324K	﹤0.01%	948

Other funds holding BUG

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Avantax Advisory Services's BUG Position: Q2 2025 in Review

Avantax Advisory Services increased its Global X Cybersecurity ETF (BUG) stake by 18% in Q2 2025, buying an estimated $99.4K and bringing the position to 18,997 shares worth $705K. The position accounts for ﹤0.01% of the portfolio, ranked #1378.

Avantax Advisory Services first reported a position in BUG in Q4 2021 and has held it in 10 quarters since. 208 funds tracked by Wall St. Rank hold BUG as of Q2 2025.

Avantax Advisory Services held 18,997 shares of Global X Cybersecurity ETF worth $705K as of Q2 2025.
Avantax Advisory Services bought 2,899 Global X Cybersecurity ETF shares in Q2 2025, an estimated $99.4K.
Global X Cybersecurity ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1378 holding.
Avantax Advisory Services first reported a position in Global X Cybersecurity ETF in Q4 2021 and has held it in 10 quarters since.
208 funds tracked by Wall St. Rank held Global X Cybersecurity ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.