CWM
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C2C Wealth Management’s Global X Cybersecurity ETF BUG Stock Holding History

C2C 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
2023
Q4 		– Sell
-11,650
Closed -$282K – 116
2023
Q3 		$282K Hold
11,650
– – 0.04% 203
2023
Q2 		$283K Hold
11,650
– – 0.04% 208
2023
Q1 		$266K Buy
11,650
+650
+6% +$14.4K 0.04% 204
2022
Q4 		$228K Hold
11,000
– – 0.04% 154
2022
Q3 		$279K Sell
11,000
-1,500
-12% -$39.6K 0.05% 144
2022
Q2 		$326K Hold
12,500
– – 0.06% 137
2022
Q1 		$395K Sell
12,500
-650
-5% -$19.1K 0.07% 135
2021
Q4 		$418K Buy
+13,150
New +$424K 0.06% 140

Other funds holding BUG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return