Congress Wealth Management
BUG icon

Congress Wealth Management’s Global X Cybersecurity ETF BUG Stock Holding History

Congress Wealth Management’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
Q2 		$742K Buy
20,007
+548
+3% +$18.8K 0.01% 792
2025
Q1 		$644K Buy
+19,459
New +$656K 0.01% 745

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Edmond de Rothschild Holding
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Congress Wealth Management's BUG Position: Q2 2025 in Review

Congress Wealth Management increased its Global X Cybersecurity ETF (BUG) stake by 2.8% in Q2 2025, buying an estimated $18.8K and bringing the position to 20,007 shares worth $742K. The position accounts for 0.01% of the portfolio, ranked #792.

Congress Wealth Management first reported a position in BUG in Q1 2025 and has held it in 2 quarters since. 208 funds tracked by Wall St. Rank hold BUG as of Q2 2025.

  • Congress Wealth Management held 20,007 shares of Global X Cybersecurity ETF worth $742K as of Q2 2025.
  • Congress Wealth Management bought 548 Global X Cybersecurity ETF shares in Q2 2025, an estimated $18.8K.
  • Global X Cybersecurity ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #792 holding.
  • Congress Wealth Management first reported a position in Global X Cybersecurity ETF in Q1 2025 and has held it in 2 quarters since.
  • 208 funds tracked by Wall St. Rank held Global X Cybersecurity ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.