COMPASS FINANCIAL MANAGEMENT LLC’s Global X Cybersecurity ETF BUG Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$25	Buy	+1	New	+$31	﹤0.01%	1531

Other funds holding BUG

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

BFO

Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return

Cannell & Spears New York $5.62B AUM 41.25% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's BUG Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Global X Cybersecurity ETF (BUG) in Q2 2026: 1 share worth $25. The stake represents ﹤0.01% of the portfolio and ranks #1531 among its holdings.

162 funds tracked by Wall St. Rank hold BUG as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 1 share of Global X Cybersecurity ETF worth $25 as of Q2 2026.
Global X Cybersecurity ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Global X Cybersecurity ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1531 holding.
162 funds tracked by Wall St. Rank held Global X Cybersecurity ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.