Concurrent Investment Advisors
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
2026
Q2 		$422K Buy
+11,037
New +$340K ﹤0.01% 1502
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

Clal Insurance
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
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $5.98B AUM 28.55% 1-Year Est. Return
Diversify Wealth Management
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 $1.78B AUM 13.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Concurrent Investment Advisors's BUG Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in Global X Cybersecurity ETF (BUG) in Q2 2026: 11,037 shares worth $422K. The stake represents ﹤0.01% of the portfolio and ranks #1502 among its holdings. This is a return to the name: Concurrent Investment Advisors previously reported a position in BUG as recently as Q3 2025.

Concurrent Investment Advisors first reported a position in BUG in Q2 2025 and has held it in 3 quarters since. 219 funds tracked by Wall St. Rank hold BUG as of Q2 2026.

  • Concurrent Investment Advisors held 11,037 shares of Global X Cybersecurity ETF worth $422K as of Q2 2026.
  • Global X Cybersecurity ETF was a new Concurrent Investment Advisors position in Q2 2026.
  • Global X Cybersecurity ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1502 holding.
  • Concurrent Investment Advisors first reported a position in Global X Cybersecurity ETF in Q2 2025 and has held it in 3 quarters since.
  • 219 funds tracked by Wall St. Rank held Global X Cybersecurity ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.