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FRG Family Wealth Advisors’s Global X Cybersecurity ETF BUG Stock Holding History

FRG Family Wealth Advisors’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
Q2 		– Sell
-2,185
Closed -$61.3K – 173
2024
Q1 		$61.3K Buy
+2,185
New +$65.5K 0.01% 199

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

FRG Family Wealth Advisors's BUG Position: Q2 2024 in Review

FRG Family Wealth Advisors sold out of Global X Cybersecurity ETF (BUG) in Q2 2024, closing a stake of 2,185 shares — an estimated $61.3K sold.

FRG Family Wealth Advisors first reported a position in BUG in Q1 2024 and held it in 1 quarter. The position peaked at $61.3K in Q1 2024. 168 funds tracked by Wall St. Rank hold BUG as of Q2 2024.

  • FRG Family Wealth Advisors reported no remaining Global X Cybersecurity ETF position as of Q2 2024 after selling out during the quarter.
  • FRG Family Wealth Advisors sold 2,185 Global X Cybersecurity ETF shares in Q2 2024, an estimated $61.3K.
  • FRG Family Wealth Advisors first reported a position in Global X Cybersecurity ETF in Q1 2024 and held it in 1 quarter.
  • FRG Family Wealth Advisors's Global X Cybersecurity ETF position peaked at $61.3K in Q1 2024.
  • 168 funds tracked by Wall St. Rank held Global X Cybersecurity ETF as of Q2 2024.

Based on FRG Family Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.