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
2026
Q2 		$232K Buy
+6,072
New +$187K ﹤0.01% 3771
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 $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
DAS
Diversify Advisory Services Sandy, Utah $5.98B AUM 28.55% 1-Year Est. Return
DWM
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 $2.02B AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Creative Planning's BUG Position: Q2 2026 in Review

Creative Planning opened a new position in Global X Cybersecurity ETF (BUG) in Q2 2026: 6,072 shares worth $232K. The stake represents ﹤0.01% of the portfolio and ranks #3771 among its holdings. This is a return to the name: Creative Planning previously reported a position in BUG as recently as Q3 2025.

Creative Planning first reported a position in BUG in Q3 2021 and has held it in 11 quarters since. The position peaked at $347K in Q3 2021. 220 funds tracked by Wall St. Rank hold BUG as of Q2 2026.

  • Creative Planning held 6,072 shares of Global X Cybersecurity ETF worth $232K as of Q2 2026.
  • Global X Cybersecurity ETF was a new Creative Planning position in Q2 2026.
  • Global X Cybersecurity ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3771 holding.
  • Creative Planning first reported a position in Global X Cybersecurity ETF in Q3 2021 and has held it in 11 quarters since.
  • Creative Planning's Global X Cybersecurity ETF position peaked at $347K in Q3 2021.
  • 220 funds tracked by Wall St. Rank held Global X Cybersecurity ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.