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

EPG 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 Q2	–	Sell	-2,036	Closed	-$65.9K	–	329
2025 Q1	$65.9K	Buy	2,036 +2	+0.1%	+$67	0.02%	272
2024 Q4	$65.3K	Hold	2,034	–	–	0.02%	280
2024 Q3	$63K	Buy	+2,034	New	+$60.6K	0.02%	288
2024 Q2	–	Sell	-2,034	Closed	-$58.3K	–	308
2024 Q1	$60.5K	Hold	2,034	–	–	0.01%	307
2023 Q4	$62.6K	Buy	2,034 +2	+0.1%	+$52	0.02%	293
2023 Q3	$49.4K	Hold	2,032	–	–	0.01%	300
2023 Q2	$49.3K	Hold	2,032	–	–	0.01%	295
2023 Q1	$47.7K	Buy	2,032 +32	+2%	+$710	0.02%	298
2022 Q4	$41.5K	Hold	2,000	–	–	0.02%	273
2022 Q3	$48K	Buy	+2,000	New	+$52.8K	0.02%	257
2022 Q2	–	Sell	-2,000	Closed	-$63K	–	230
2022 Q1	$63K	Buy	+2,000	New	+$58.9K	0.02%	278

Other funds holding BUG

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Moss Adams Wealth Advisors Seattle, Washington $1.37B AUM 19.97% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

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