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
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% -$9.57K ﹤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 +$99.9K ﹤0.01% 2023

Other funds holding BUG

CI
Clal Insurance Tel-Aviv, Israel $16.6B 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 $377B 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 $17.1B 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

CAPTRUST Financial Advisors's BUG Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Global X Cybersecurity ETF (BUG) stake by 22% in Q1 2026, buying an estimated $83.6K and bringing the position to 16,861 shares worth $423K. The position accounts for ﹤0.01% of the portfolio, ranked #2145.

CAPTRUST Financial Advisors first reported a position in BUG in Q1 2021 and has held it in 16 quarters since. 197 funds tracked by Wall St. Rank hold BUG as of Q1 2026.

  • CAPTRUST Financial Advisors held 16,861 shares of Global X Cybersecurity ETF worth $423K as of Q1 2026.
  • CAPTRUST Financial Advisors bought 3,043 Global X Cybersecurity ETF shares in Q1 2026, an estimated $83.6K.
  • Global X Cybersecurity ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #2145 holding.
  • CAPTRUST Financial Advisors first reported a position in Global X Cybersecurity ETF in Q1 2021 and has held it in 16 quarters since.
  • 197 funds tracked by Wall St. Rank held Global X Cybersecurity ETF as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.