Creative Planning
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Creative Planning’s Global X Cybersecurity ETF BUG Stock Holding History

Creative Planning’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
-6,531
Closed -$230K – 3931
2025
Q3 		$230K Buy
6,531
+298
+5% +$10.3K ﹤0.01% 3359
2025
Q2 		$231K Buy
+6,233
New +$214K ﹤0.01% 3111
2025
Q1 		– Sell
-2,000
Closed -$64.2K – 3502
2024
Q4 		$64.2K Buy
+2,000
New +$64.8K ﹤0.01% 3214
2023
Q4 		– Sell
-459
Closed -$11.2K – 2797
2023
Q3 		$11.2K Buy
+459
New +$11.1K ﹤0.01% 2648
2023
Q1 		– Sell
-11,183
Closed -$232K – 2669
2022
Q4 		$232K Buy
11,183
+102
+0.9% +$2.35K ﹤0.01% 1915
2022
Q3 		$266K Buy
11,081
+822
+8% +$21.7K ﹤0.01% 1720
2022
Q2 		$256K Buy
10,259
+100
+1% +$2.75K ﹤0.01% 1719
2022
Q1 		$319K Hold
10,159
– – ﹤0.01% 1596
2021
Q4 		$323K Sell
10,159
-1,200
-11% -$38.7K ﹤0.01% 1569
2021
Q3 		$347K Buy
+11,359
New +$349K ﹤0.01% 1505

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 $299B AUM 28.69% 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

Creative Planning's BUG Position: Q4 2025 in Review

Creative Planning sold out of Global X Cybersecurity ETF (BUG) in Q4 2025, closing a stake of 6,531 shares — an estimated $230K sold.

Creative Planning first reported a position in BUG in Q3 2021 and held it in 10 quarters. The position peaked at $347K in Q3 2021. 195 funds tracked by Wall St. Rank hold BUG as of Q4 2025.

  • Creative Planning reported no remaining Global X Cybersecurity ETF position as of Q4 2025 after selling out during the quarter.
  • Creative Planning sold 6,531 Global X Cybersecurity ETF shares in Q4 2025, an estimated $230K.
  • Creative Planning first reported a position in Global X Cybersecurity ETF in Q3 2021 and held it in 10 quarters.
  • Creative Planning's Global X Cybersecurity ETF position peaked at $347K in Q3 2021.
  • 195 funds tracked by Wall St. Rank held Global X Cybersecurity ETF as of Q4 2025.

Based on Creative Planning's 13F filing for Q4 2025, filed 17 Feb 2026.