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Baldwin Wealth Partners’s Global X Cybersecurity ETF BUG Stock Holding History

Baldwin Wealth Partners’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
Q2 		– Sell
-2,000
Closed -$59.5K – 800
2024
Q1 		$59.5K Buy
+2,000
New +$60K ﹤0.01% 349

Other funds holding BUG

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
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $1.09B AUM 22.93% 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

Baldwin Wealth Partners's BUG Position: Q2 2024 in Review

Baldwin Wealth Partners sold out of Global X Cybersecurity ETF (BUG) in Q2 2024, closing a stake of 2,000 shares — an estimated $59.5K sold.

Baldwin Wealth Partners first reported a position in BUG in Q1 2024 and held it in 1 quarter. The position peaked at $59.5K in Q1 2024. 168 funds tracked by Wall St. Rank hold BUG as of Q2 2024.

  • Baldwin Wealth Partners reported no remaining Global X Cybersecurity ETF position as of Q2 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 2,000 Global X Cybersecurity ETF shares in Q2 2024, an estimated $59.5K.
  • Baldwin Wealth Partners first reported a position in Global X Cybersecurity ETF in Q1 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's Global X Cybersecurity ETF position peaked at $59.5K in Q1 2024.
  • 168 funds tracked by Wall St. Rank held Global X Cybersecurity ETF as of Q2 2024.

Based on Baldwin Wealth Partners's 13F filing for Q2 2024, filed 12 Jul 2024.