Gladstone Institutional Advisory
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Gladstone Institutional Advisory’s Global X Cybersecurity ETF BUG Stock Holding History

Gladstone Institutional Advisory’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
Q3 		$371K Buy
8,033
+1,261
+19% +$52.4K 0.01% 746
2026
Q2 		$259K Buy
+6,772
New +$209K 0.01% 785
2024
Q4 		– Sell
-7,964
Closed -$246K – 701
2024
Q3 		$246K Sell
7,964
-573
-7% -$17.1K 0.01% 611
2024
Q2 		$253K Buy
8,537
+1,508
+21% +$43.2K 0.01% 576
2024
Q1 		$209K Sell
7,029
-7,741
-52% -$232K 0.01% 599
2023
Q4 		$433K Sell
14,770
-2,320
-14% -$59.9K 0.02% 441
2023
Q3 		$415K Buy
17,090
+2,041
+14% +$49.6K 0.03% 420
2023
Q2 		$365K Buy
15,049
+1,707
+13% +$39.4K 0.02% 459
2023
Q1 		$313K Buy
13,342
+890
+7% +$19.8K 0.02% 506
2022
Q4 		$258K Sell
12,452
-3,018
-20% -$69.5K 0.02% 540
2022
Q3 		$372K Sell
15,470
-1,978
-11% -$52.2K 0.03% 447
2022
Q2 		$436K Sell
17,448
-2,901
-14% -$79.9K 0.03% 438
2022
Q1 		$639K Sell
20,349
-1,020
-5% -$30K 0.04% 381
2021
Q4 		$679K Buy
21,369
+9,435
+79% +$304K 0.05% 317
2021
Q3 		$364K Buy
+11,934
New +$366K 0.04% 396

Other funds holding BUG

Clal Insurance
Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Moss Adams Wealth Advisors
Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Quadrature Capital
Quadrature Capital London, United Kingdom $16.1B AUM 61.25% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Ayalon Insurance Company
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Gladstone Institutional Advisory's BUG Position: Q3 2026 in Review

Gladstone Institutional Advisory increased its Global X Cybersecurity ETF (BUG) stake by 19% in Q3 2026, buying an estimated $52.4K and bringing the position to 8,033 shares worth $371K. The position accounts for 0.01% of the portfolio, ranked #746.

Gladstone Institutional Advisory first reported a position in BUG in Q3 2021 and has held it in 15 quarters since. The position peaked at $679K in Q4 2021. 237 funds tracked by Wall St. Rank hold BUG as of Q3 2026.

  • Gladstone Institutional Advisory held 8,033 shares of Global X Cybersecurity ETF worth $371K as of Q3 2026.
  • Gladstone Institutional Advisory bought 1,261 Global X Cybersecurity ETF shares in Q3 2026, an estimated $52.4K.
  • Global X Cybersecurity ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q3 2026, its #746 holding.
  • Gladstone Institutional Advisory first reported a position in Global X Cybersecurity ETF in Q3 2021 and has held it in 15 quarters since.
  • Gladstone Institutional Advisory's Global X Cybersecurity ETF position peaked at $679K in Q4 2021.
  • 237 funds tracked by Wall St. Rank held Global X Cybersecurity ETF as of Q3 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2026, filed 13 Nov 2026.