CIA
BUG icon

Concurrent Investment Advisors’s Global X Cybersecurity ETF BUG Stock Holding History

Concurrent Investment 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
2025
Q4 		– Sell
-6,307
Closed -$222K – 1796
2025
Q3 		$222K Sell
6,307
-2,851
-31% -$98.8K ﹤0.01% 1293
2025
Q2 		$340K Buy
+9,158
New +$314K 0.01% 1003

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SWP
Strategic Wealth Partners Independence, Ohio $1.44B AUM 21.2% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Concurrent Investment Advisors's BUG Position: Q4 2025 in Review

Concurrent Investment Advisors sold out of Global X Cybersecurity ETF (BUG) in Q4 2025, closing a stake of 6,307 shares — an estimated $222K sold.

Concurrent Investment Advisors first reported a position in BUG in Q2 2025 and held it in 2 quarters. The position peaked at $340K in Q2 2025. 195 funds tracked by Wall St. Rank hold BUG as of Q4 2025.

  • Concurrent Investment Advisors reported no remaining Global X Cybersecurity ETF position as of Q4 2025 after selling out during the quarter.
  • Concurrent Investment Advisors sold 6,307 Global X Cybersecurity ETF shares in Q4 2025, an estimated $222K.
  • Concurrent Investment Advisors first reported a position in Global X Cybersecurity ETF in Q2 2025 and held it in 2 quarters.
  • Concurrent Investment Advisors's Global X Cybersecurity ETF position peaked at $340K in Q2 2025.
  • 195 funds tracked by Wall St. Rank held Global X Cybersecurity ETF as of Q4 2025.

Based on Concurrent Investment Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.