CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Global X Cybersecurity ETF BUG Stock Holding History

CAPTRUST Financial Advisors’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
Q3 		$983K Buy
21,294
+1,780
+9% +$74K ﹤0.01% 1787
2026
Q2 		$745K Buy
19,514
+2,653
+16% +$81.8K ﹤0.01% 1907
2026
Q1 		$423K Buy
16,861
+3,043
+22% +$83.6K ﹤0.01% 2145
2025
Q4 		$421K Buy
13,818
+4,522
+49% +$150K ﹤0.01% 2008
2025
Q3 		$327K Buy
9,296
+3,370
+57% +$117K ﹤0.01% 2113
2025
Q2 		$220K Buy
+5,926
New +$203K ﹤0.01% 2238
2024
Q4 		– Sell
-7,267
Closed -$225K – 2306
2024
Q3 		$225K Sell
7,267
-2,524
-26% -$75.2K ﹤0.01% 2064
2024
Q2 		$290K Sell
9,791
-334
-3% -$9.6K ﹤0.01% 1833
2024
Q1 		$301K Sell
10,125
-1,153
-10% -$34.6K ﹤0.01% 1768
2023
Q4 		$331K Sell
11,278
-1,448
-11% -$37.4K ﹤0.01% 2041
2023
Q3 		$309K Sell
12,726
-334
-3% -$8.11K ﹤0.01% 1973
2023
Q2 		$317K Buy
+13,060
New +$302K ﹤0.01% 1929
2022
Q3 		– Sell
-3,678
Closed -$92K – 2339
2022
Q2 		$92K Sell
3,678
-2,716
-42% -$74.8K ﹤0.01% 2259
2022
Q1 		$201K Buy
6,394
+1,526
+31% +$45K ﹤0.01% 1723
2021
Q4 		$155K Buy
4,868
+750
+18% +$24.2K ﹤0.01% 1816
2021
Q3 		$126K Buy
4,118
+71
+2% +$2.18K ﹤0.01% 1884
2021
Q2 		$117K Buy
4,047
+397
+11% +$10.8K ﹤0.01% 1904
2021
Q1 		$91K Buy
+3,650
New +$100K ﹤0.01% 2023

Other funds holding BUG

Clal Insurance
Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return
Moss Adams Wealth Advisors
Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Ayalon Insurance Company
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.06% 1-Year Est. Return

CAPTRUST Financial Advisors's BUG Position: Q3 2026 in Review

CAPTRUST Financial Advisors increased its Global X Cybersecurity ETF (BUG) stake by 9.1% in Q3 2026, buying an estimated $74K and bringing the position to 21,294 shares worth $983K. The position accounts for ﹤0.01% of the portfolio, ranked #1787.

CAPTRUST Financial Advisors first reported a position in BUG in Q1 2021 and has held it in 18 quarters since. 189 funds tracked by Wall St. Rank hold BUG as of Q3 2026.

  • CAPTRUST Financial Advisors held 21,294 shares of Global X Cybersecurity ETF worth $983K as of Q3 2026.
  • CAPTRUST Financial Advisors bought 1,780 Global X Cybersecurity ETF shares in Q3 2026, an estimated $74K.
  • Global X Cybersecurity ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q3 2026, its #1787 holding.
  • CAPTRUST Financial Advisors first reported a position in Global X Cybersecurity ETF in Q1 2021 and has held it in 18 quarters since.
  • 189 funds tracked by Wall St. Rank held Global X Cybersecurity ETF as of Q3 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.