First Personal Financial Services’s Global X Cybersecurity ETF BUG Stock Holding History

First Personal Financial Services’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
2024 Q3	$8.05K	Hold	260	–	–	﹤0.01%	322
2024 Q2	$7.69K	Hold	260	–	–	﹤0.01%	296
2024 Q1	$7.74K	Hold	260	–	–	﹤0.01%	297
2023 Q4	$7.62K	Hold	260	–	–	﹤0.01%	318
2023 Q3	$6.32K	Hold	260	–	–	﹤0.01%	332
2023 Q2	$6.31K	Hold	260	–	–	﹤0.01%	332
2023 Q1	$6.1K	Hold	260	–	–	﹤0.01%	350
2022 Q4	$5.39K	Hold	260	–	–	﹤0.01%	354
2022 Q3	$6K	Sell	260 -120	-32%	-$3.17K	﹤0.01%	367
2022 Q2	$10K	Hold	380	–	–	﹤0.01%	280
2022 Q1	$12K	Hold	380	–	–	﹤0.01%	283
2021 Q4	$12K	Hold	380	–	–	﹤0.01%	277
2021 Q3	$12K	Hold	380	–	–	﹤0.01%	275
2021 Q2	$11K	Hold	380	–	–	﹤0.01%	285
2021 Q1	$10K	Hold	380	–	–	﹤0.01%	273
2020 Q4	$11K	Buy	+380	New	+$8.89K	﹤0.01%	274

Other funds holding BUG

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

EDRH

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $1.09B AUM 22.93% 1-Year Est. Return

KAS

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

ZIMP

Zimmermann Investment Management & Planning New Cumberland, Pennsylvania $2.27M AUM 29.81% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

First Personal Financial Services's BUG Position: Q3 2024 in Review

First Personal Financial Services held its Global X Cybersecurity ETF (BUG) position steady in Q3 2024 at 260 shares worth $8.05K. The position accounts for ﹤0.01% of the portfolio, ranked #322.

First Personal Financial Services first reported a position in BUG in Q4 2020 and has held it in 16 quarters since. The position peaked at $12K in Q1 2022. 162 funds tracked by Wall St. Rank hold BUG as of Q3 2024.

First Personal Financial Services held 260 shares of Global X Cybersecurity ETF worth $8.05K as of Q3 2024.
First Personal Financial Services left its Global X Cybersecurity ETF share count unchanged in Q3 2024.
Global X Cybersecurity ETF made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #322 holding.
First Personal Financial Services first reported a position in Global X Cybersecurity ETF in Q4 2020 and has held it in 16 quarters since.
First Personal Financial Services's Global X Cybersecurity ETF position peaked at $12K in Q1 2022.
162 funds tracked by Wall St. Rank held Global X Cybersecurity ETF as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.