Focus Partners Wealth
BUG icon

Focus Partners Wealth’s Global X Cybersecurity ETF BUG Stock Holding History

Focus Partners Wealth’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
Q4 		– Sell
-236,310
Closed -$4.86M – 1911
2024
Q3 		$4.86M Buy
+236,310
New +$7.04M 0.02% 570

Other funds holding BUG

MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.37B AUM 19.97% 1-Year Est. Return
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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Focus Partners Wealth's BUG Position: Q4 2024 in Review

Focus Partners Wealth sold out of Global X Cybersecurity ETF (BUG) in Q4 2024, closing a stake of 236,310 shares — an estimated $4.86M sold.

Focus Partners Wealth first reported a position in BUG in Q3 2024 and held it in 1 quarter. The position peaked at $4.86M in Q3 2024. 174 funds tracked by Wall St. Rank hold BUG as of Q4 2024.

  • Focus Partners Wealth reported no remaining Global X Cybersecurity ETF position as of Q4 2024 after selling out during the quarter.
  • Focus Partners Wealth sold 236,310 Global X Cybersecurity ETF shares in Q4 2024, an estimated $4.86M.
  • Focus Partners Wealth first reported a position in Global X Cybersecurity ETF in Q3 2024 and held it in 1 quarter.
  • Focus Partners Wealth's Global X Cybersecurity ETF position peaked at $4.86M in Q3 2024.
  • 174 funds tracked by Wall St. Rank held Global X Cybersecurity ETF as of Q4 2024.

Based on Focus Partners Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.