BBPWM
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Blue Bell Private Wealth Management’s Global X Cybersecurity ETF BUG Stock Holding History

Blue Bell Private 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
Q1 		$1.61K Buy
64
+46
+256% +$1.26K ﹤0.01% 665
2025
Q4 		$548 Buy
18
+12
+200% +$397 ﹤0.01% 690
2025
Q3 		$211 Hold
6
– – ﹤0.01% 723
2025
Q2 		$223 Hold
6
– – ﹤0.01% 716
2025
Q1 		$194 Hold
6
– – ﹤0.01% 710
2024
Q4 		$193 Hold
6
– – ﹤0.01% 664
2024
Q3 		$186 Hold
6
– – ﹤0.01% 678
2024
Q2 		$177 Sell
6
-48
-89% -$1.38K ﹤0.01% 706
2024
Q1 		$1.61K Buy
54
+8
+17% +$240 ﹤0.01% 643
2023
Q4 		$1.35K Hold
46
– – ﹤0.01% 652
2023
Q3 		$1.12K Buy
46
+42
+1,050% +$1.02K ﹤0.01% 622
2023
Q2 		$97 Buy
+4
New +$92 ﹤0.01% 677

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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return