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Cassady Wealth & Retirement Planning’s Global X Cybersecurity ETF BUG Stock Holding History

Cassady Wealth & Retirement Planning’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 		$3.05M Buy
79,830
+9,673
+14% +$298K 1.42% 29
2026
Q1 		$1.86M Buy
70,157
+22,943
+49% +$630K 0.96% 37
2025
Q4 		$1.44M Buy
+47,214
New +$1.56M 0.94% 36

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

Cassady Wealth & Retirement Planning's BUG Position: Q2 2026 in Review

Cassady Wealth & Retirement Planning increased its Global X Cybersecurity ETF (BUG) stake by 14% in Q2 2026, buying an estimated $298K and bringing the position to 79,830 shares worth $3.05M. The position accounts for 1.42% of the portfolio, ranked #29.

Cassady Wealth & Retirement Planning first reported a position in BUG in Q4 2025 and has held it in 3 quarters since. 220 funds tracked by Wall St. Rank hold BUG as of Q2 2026.

  • Cassady Wealth & Retirement Planning held 79,830 shares of Global X Cybersecurity ETF worth $3.05M as of Q2 2026.
  • Cassady Wealth & Retirement Planning bought 9,673 Global X Cybersecurity ETF shares in Q2 2026, an estimated $298K.
  • Global X Cybersecurity ETF made up 1.42% of Cassady Wealth & Retirement Planning's portfolio in Q2 2026, its #29 holding.
  • Cassady Wealth & Retirement Planning first reported a position in Global X Cybersecurity ETF in Q4 2025 and has held it in 3 quarters since.
  • 220 funds tracked by Wall St. Rank held Global X Cybersecurity ETF as of Q2 2026.

Based on Cassady Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.