Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
BAM
Bellevue Asset Management’s
Global X Cybersecurity ETF
BUG
Stock Holding History
Bellevue Asset 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
2026
Q1
$10K
Hold
398
–
–
0.01%
283
2025
Q4
$12.1K
Hold
398
–
–
﹤0.01%
271
2025
Q3
$14K
Hold
398
–
–
0.01%
260
2025
Q2
$14.8K
Hold
398
–
–
0.01%
257
2025
Q1
$12.9K
Buy
398
+1
+0.3%
+$34
0.01%
259
2024
Q4
$12.8K
Hold
397
–
–
0.01%
268
2024
Q3
$12.3K
Hold
397
–
–
0.01%
261
2024
Q2
$11.8K
Hold
397
–
–
0.01%
261
2024
Q1
$11.8K
Hold
397
–
–
0.01%
251
2023
Q4
$11.6K
Hold
397
–
–
0.01%
257
2023
Q3
$9.65K
Hold
397
–
–
0.01%
260
2023
Q2
$9.64K
Hold
397
–
–
0.01%
271
2023
Q1
$9.32K
Buy
397
+6
+2%
+$133
0.01%
280
2022
Q4
$8.04K
Hold
391
–
–
0.01%
285
2022
Q3
$9K
Buy
391
+100
+34%
+$2.64K
0.01%
287
2022
Q2
$7K
Hold
291
–
–
0.01%
300
2022
Q1
$9K
Buy
291
+1
+0.3%
+$29
0.01%
311
2021
Q4
$9K
Hold
290
–
–
0.01%
326
2021
Q3
$9K
Buy
290
+140
+93%
+$4.3K
0.01%
336
2021
Q2
$4K
Hold
150
–
–
﹤0.01%
405
2021
Q1
$4K
Buy
+150
New
+$4.1K
﹤0.01%
453
Other funds holding BUG
CI
Clal Insurance
Tel-Aviv, Israel
$16.5B AUM
68.34%
1-Year Est. Return
MAWA
Moss Adams Wealth Advisors
Seattle, Washington
$1.37B AUM
19.97%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
CM
Caption Management
Oklahoma City, Oklahoma
$2.1B AUM
70.99%
1-Year Est. Return
QC
Quadrature Capital
London, United Kingdom
$8.4B AUM
63.34%
1-Year Est. Return
HC
Hamilton Capital
Columbus, Ohio
$1.93B AUM
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
CAAS
Capital Asset Advisory Services
Williamston, Michigan
$2.61B AUM
15.59%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close