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

Bernard 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
2026
Q2 		$650 Hold
17
– – ﹤0.01% 299
2026
Q1 		$427 Hold
17
– – ﹤0.01% 333
2025
Q4 		$518 Hold
17
– – ﹤0.01% 321
2025
Q3 		$599 Hold
17
– – ﹤0.01% 307
2025
Q2 		$631 Hold
17
– – ﹤0.01% 288
2025
Q1 		$550 Hold
17
– – ﹤0.01% 366
2024
Q4 		$546 Buy
+17
New +$551 ﹤0.01% 298

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
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
DAS
Diversify Advisory Services Sandy, Utah $5.98B AUM 28.55% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Bernard Wealth Management's BUG Position: Q2 2026 in Review

Bernard Wealth Management held its Global X Cybersecurity ETF (BUG) position steady in Q2 2026 at 17 shares worth $650. The position accounts for ﹤0.01% of the portfolio, ranked #299.

Bernard Wealth Management first reported a position in BUG in Q4 2024 and has held it in 7 quarters since. 220 funds tracked by Wall St. Rank hold BUG as of Q2 2026.

  • Bernard Wealth Management held 17 shares of Global X Cybersecurity ETF worth $650 as of Q2 2026.
  • Bernard Wealth Management left its Global X Cybersecurity ETF share count unchanged in Q2 2026.
  • Global X Cybersecurity ETF made up ﹤0.01% of Bernard Wealth Management's portfolio in Q2 2026, its #299 holding.
  • Bernard Wealth Management first reported a position in Global X Cybersecurity ETF in Q4 2024 and has held it in 7 quarters since.
  • 220 funds tracked by Wall St. Rank held Global X Cybersecurity ETF as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.