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Coordinated Financial Services’s Global X Cybersecurity ETF BUG Stock Holding History

Coordinated Financial Services’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
2024
Q2 		$204K Hold
6,912
– – 0.18% 126
2024
Q1 		$206K Buy
+6,912
New +$207K 0.18% 123

Other funds holding BUG

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
Edmond de Rothschild Holding
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $1.09B AUM 22.93% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Coordinated Financial Services's BUG Position: Q2 2024 in Review

Coordinated Financial Services held its Global X Cybersecurity ETF (BUG) position steady in Q2 2024 at 6,912 shares worth $204K. The position accounts for 0.18% of the portfolio, ranked #126.

Coordinated Financial Services first reported a position in BUG in Q1 2024 and has held it in 2 quarters since. The position peaked at $206K in Q1 2024. 168 funds tracked by Wall St. Rank hold BUG as of Q2 2024.

  • Coordinated Financial Services held 6,912 shares of Global X Cybersecurity ETF worth $204K as of Q2 2024.
  • Coordinated Financial Services left its Global X Cybersecurity ETF share count unchanged in Q2 2024.
  • Global X Cybersecurity ETF made up 0.18% of Coordinated Financial Services's portfolio in Q2 2024, its #126 holding.
  • Coordinated Financial Services first reported a position in Global X Cybersecurity ETF in Q1 2024 and has held it in 2 quarters since.
  • Coordinated Financial Services's Global X Cybersecurity ETF position peaked at $206K in Q1 2024.
  • 168 funds tracked by Wall St. Rank held Global X Cybersecurity ETF as of Q2 2024.

Based on Coordinated Financial Services's 13F filing for Q2 2024, filed 22 Jul 2024.