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Garton & Associates Financial Advisors’s Global X Cybersecurity ETF BUG Stock Holding History

Garton & Associates Financial 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
2026
Q1 		– Sell
-1,265
Closed -$38.5K – 204
2025
Q4 		$38.5K Buy
+1,265
New +$41.8K 0.02% 434

Other funds holding BUG

CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $21.5B AUM 81.81% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Garton & Associates Financial Advisors's BUG Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Global X Cybersecurity ETF (BUG) in Q1 2026, closing a stake of 1,265 shares — an estimated $38.5K sold.

Garton & Associates Financial Advisors first reported a position in BUG in Q4 2025 and held it in 1 quarter. The position peaked at $38.5K in Q4 2025. 197 funds tracked by Wall St. Rank hold BUG as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Global X Cybersecurity ETF position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 1,265 Global X Cybersecurity ETF shares in Q1 2026, an estimated $38.5K.
  • Garton & Associates Financial Advisors first reported a position in Global X Cybersecurity ETF in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Global X Cybersecurity ETF position peaked at $38.5K in Q4 2025.
  • 197 funds tracked by Wall St. Rank held Global X Cybersecurity ETF as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.