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Calton & Associates’s Global X Cybersecurity ETF BUG Stock Holding History

Calton & Associates’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 		$343K Sell
8,981
-404
-4% -$12.5K 0.05% 285
2026
Q1 		$236K Hold
9,385
– – 0.03% 384
2025
Q4 		$286K Hold
9,385
– – 0.04% 342
2025
Q3 		$330K Buy
9,385
+3,480
+59% +$121K 0.05% 304
2025
Q2 		$219K Buy
+5,905
New +$202K 0.04% 348

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

Calton & Associates's BUG Position: Q2 2026 in Review

Calton & Associates reduced its Global X Cybersecurity ETF (BUG) stake by 4.3% in Q2 2026, selling an estimated $12.5K and leaving 8,981 shares worth $343K. The position accounts for 0.05% of the portfolio, ranked #285.

Calton & Associates first reported a position in BUG in Q2 2025 and has held it in 5 quarters since. 220 funds tracked by Wall St. Rank hold BUG as of Q2 2026.

  • Calton & Associates held 8,981 shares of Global X Cybersecurity ETF worth $343K as of Q2 2026.
  • Calton & Associates sold 404 Global X Cybersecurity ETF shares in Q2 2026, an estimated $12.5K.
  • Global X Cybersecurity ETF made up 0.05% of Calton & Associates's portfolio in Q2 2026, its #285 holding.
  • Calton & Associates first reported a position in Global X Cybersecurity ETF in Q2 2025 and has held it in 5 quarters since.
  • 220 funds tracked by Wall St. Rank held Global X Cybersecurity ETF as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.