AWM
BUG icon

Avior Wealth Management’s Global X Cybersecurity ETF BUG Stock Holding History

Avior Wealth Management’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
Q4 		– Sell
-9,657
Closed -$340K – 746
2025
Q3 		$340K Buy
+9,657
New +$335K 0.01% 559
2025
Q1 		– Sell
-6,212
Closed -$199K – 959
2024
Q4 		$199K Sell
6,212
-3,541
-36% -$115K 0.01% 703
2024
Q3 		$302K Sell
9,753
-14,392
-60% -$429K 0.01% 586
2024
Q2 		$714K Sell
24,145
-2,697
-10% -$77.3K 0.03% 344
2024
Q1 		$799K Buy
+26,842
New +$805K 0.04% 334

Other funds holding BUG

CI
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SWP
Strategic Wealth Partners Independence, Ohio $1.62B AUM 21.77% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Avior Wealth Management's BUG Position: Q4 2025 in Review

Avior Wealth Management sold out of Global X Cybersecurity ETF (BUG) in Q4 2025, closing a stake of 9,657 shares — an estimated $340K sold.

Avior Wealth Management first reported a position in BUG in Q1 2024 and held it in 5 quarters. The position peaked at $799K in Q1 2024. 195 funds tracked by Wall St. Rank hold BUG as of Q4 2025.

  • Avior Wealth Management reported no remaining Global X Cybersecurity ETF position as of Q4 2025 after selling out during the quarter.
  • Avior Wealth Management sold 9,657 Global X Cybersecurity ETF shares in Q4 2025, an estimated $340K.
  • Avior Wealth Management first reported a position in Global X Cybersecurity ETF in Q1 2024 and held it in 5 quarters.
  • Avior Wealth Management's Global X Cybersecurity ETF position peaked at $799K in Q1 2024.
  • 195 funds tracked by Wall St. Rank held Global X Cybersecurity ETF as of Q4 2025.

Based on Avior Wealth Management's 13F filing for Q4 2025, filed 6 Jan 2026.