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

Elmwood 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
2022
Q1 		– Sell
-500
Closed -$16K – 130
2021
Q4 		$16K Buy
+500
New +$16.1K 0.01% 259

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PF
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MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Elmwood Wealth Management's BUG Position: Q1 2022 in Review

Elmwood Wealth Management sold out of Global X Cybersecurity ETF (BUG) in Q1 2022, closing a stake of 500 shares — an estimated $16K sold.

Elmwood Wealth Management first reported a position in BUG in Q4 2021 and held it in 1 quarter. The position peaked at $16K in Q4 2021. 155 funds tracked by Wall St. Rank hold BUG as of Q1 2022.

  • Elmwood Wealth Management reported no remaining Global X Cybersecurity ETF position as of Q1 2022 after selling out during the quarter.
  • Elmwood Wealth Management sold 500 Global X Cybersecurity ETF shares in Q1 2022, an estimated $16K.
  • Elmwood Wealth Management first reported a position in Global X Cybersecurity ETF in Q4 2021 and held it in 1 quarter.
  • Elmwood Wealth Management's Global X Cybersecurity ETF position peaked at $16K in Q4 2021.
  • 155 funds tracked by Wall St. Rank held Global X Cybersecurity ETF as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.