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

Copia 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
Q1 		– Sell
-25
Closed -$802 – 455
2024
Q4 		$802 Buy
+25
New +$810 ﹤0.01% 387

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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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Copia Wealth Management's BUG Position: Q1 2025 in Review

Copia Wealth Management sold out of Global X Cybersecurity ETF (BUG) in Q1 2025, closing a stake of 25 shares — an estimated $802 sold.

Copia Wealth Management first reported a position in BUG in Q4 2024 and held it in 1 quarter. The position peaked at $802 in Q4 2024. 176 funds tracked by Wall St. Rank hold BUG as of Q1 2025.

  • Copia Wealth Management reported no remaining Global X Cybersecurity ETF position as of Q1 2025 after selling out during the quarter.
  • Copia Wealth Management sold 25 Global X Cybersecurity ETF shares in Q1 2025, an estimated $802.
  • Copia Wealth Management first reported a position in Global X Cybersecurity ETF in Q4 2024 and held it in 1 quarter.
  • Copia Wealth Management's Global X Cybersecurity ETF position peaked at $802 in Q4 2024.
  • 176 funds tracked by Wall St. Rank held Global X Cybersecurity ETF as of Q1 2025.

Based on Copia Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.