CRC
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Curi RMB Capital’s Global X Cybersecurity ETF BUG Stock Holding History

Curi RMB Capital’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
2023
Q4 		– Sell
-9,656
Closed -$235K – 508
2023
Q3 		$235K Hold
9,656
– – 0.01% 458
2023
Q2 		$234K Hold
9,656
– – 0.01% 468
2023
Q1 		$226K Hold
9,656
– – 0.01% 459
2022
Q4 		$200K Hold
9,656
– – 0.01% 456
2022
Q3 		$232K Hold
9,656
– – 0.01% 436
2022
Q2 		$241K Sell
9,656
-905
-9% -$24.9K 0.01% 432
2022
Q1 		$332K Hold
10,561
– – 0.01% 374
2021
Q4 		$336K Hold
10,561
– – 0.01% 390
2021
Q3 		$322K Buy
10,561
+905
+9% +$27.8K 0.01% 390
2021
Q2 		$278K Hold
9,656
– – 0.01% 420
2021
Q1 		$242K Buy
+9,656
New +$264K 0.01% 417

Other funds holding BUG

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return