Financial Advocates Investment Management’s Global X Cybersecurity ETF BUG Stock Holding History

Financial Advocates Investment 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
2023 Q2	–	Sell	-15,424	Closed	-$362K	–	703
2023 Q1	$362K	Sell	15,424 -3,003	-16%	-$66.7K	0.03%	499
2022 Q4	$382K	Buy	18,427 +3,095	+20%	+$71.3K	0.03%	507
2022 Q3	$365K	Sell	15,332 -3,560	-19%	-$93.9K	0.03%	498
2022 Q2	$473K	Buy	18,892 +3,280	+21%	+$90.3K	0.04%	410
2022 Q1	$490K	Buy	+15,612	New	+$460K	0.03%	444

Other funds holding BUG

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Advocates Investment Management's BUG Position: Q2 2023 in Review

Financial Advocates Investment Management sold out of Global X Cybersecurity ETF (BUG) in Q2 2023, closing a stake of 15,424 shares — an estimated $362K sold.

Financial Advocates Investment Management first reported a position in BUG in Q1 2022 and held it in 5 quarters. The position peaked at $490K in Q1 2022. 150 funds tracked by Wall St. Rank hold BUG as of Q2 2023.

Financial Advocates Investment Management reported no remaining Global X Cybersecurity ETF position as of Q2 2023 after selling out during the quarter.
Financial Advocates Investment Management sold 15,424 Global X Cybersecurity ETF shares in Q2 2023, an estimated $362K.
Financial Advocates Investment Management first reported a position in Global X Cybersecurity ETF in Q1 2022 and held it in 5 quarters.
Financial Advocates Investment Management's Global X Cybersecurity ETF position peaked at $490K in Q1 2022.
150 funds tracked by Wall St. Rank held Global X Cybersecurity ETF as of Q2 2023.

Based on Financial Advocates Investment Management's 13F filing for Q2 2023, filed 7 Aug 2023.