Bleakley Financial Group’s Global X Cybersecurity ETF BUG Stock Holding History

Bleakley Financial Group’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	$527K	Sell	13,807 -8,614	-38%	-$266K	0.01%	782
2026 Q1	$563K	Sell	22,421 -1,983	-8%	-$54.5K	0.01%	613
2025 Q4	$743K	Sell	24,404 -1,031	-4%	-$34.1K	0.01%	531
2025 Q3	$895K	Buy	25,435 +1,827	+8%	+$63.3K	0.02%	440
2025 Q2	$876K	Buy	23,608 +1,922	+9%	+$65.9K	0.02%	416
2025 Q1	$701K	Buy	21,686 +14,249	+192%	+$480K	0.02%	390
2024 Q4	$239K	Buy	+7,437	New	+$241K	0.01%	889

Other funds holding BUG

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Bleakley Financial Group's BUG Position: Q2 2026 in Review

Bleakley Financial Group reduced its Global X Cybersecurity ETF (BUG) stake by 38% in Q2 2026, selling an estimated $266K and leaving 13,807 shares worth $527K. The position accounts for 0.01% of the portfolio, ranked #782.

Bleakley Financial Group first reported a position in BUG in Q4 2024 and has held it in 7 quarters since. The position peaked at $895K in Q3 2025. 220 funds tracked by Wall St. Rank hold BUG as of Q2 2026.

Bleakley Financial Group held 13,807 shares of Global X Cybersecurity ETF worth $527K as of Q2 2026.
Bleakley Financial Group sold 8,614 Global X Cybersecurity ETF shares in Q2 2026, an estimated $266K.
Global X Cybersecurity ETF made up 0.01% of Bleakley Financial Group's portfolio in Q2 2026, its #782 holding.
Bleakley Financial Group first reported a position in Global X Cybersecurity ETF in Q4 2024 and has held it in 7 quarters since.
Bleakley Financial Group's Global X Cybersecurity ETF position peaked at $895K in Q3 2025.
220 funds tracked by Wall St. Rank held Global X Cybersecurity ETF as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.