GIA
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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
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% -$30.1K 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

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
DAS
Diversify Advisory Services Sandy, Utah $5.98B AUM 28.55% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Gladstone Institutional Advisory's BUG Position: Q2 2026 in Review

Gladstone Institutional Advisory opened a new position in Global X Cybersecurity ETF (BUG) in Q2 2026: 6,772 shares worth $259K. The stake represents 0.01% of the portfolio and ranks #785 among its holdings. This is a return to the name: Gladstone Institutional Advisory previously reported a position in BUG as recently as Q3 2024.

Gladstone Institutional Advisory first reported a position in BUG in Q3 2021 and has held it in 14 quarters since. The position peaked at $679K in Q4 2021. 219 funds tracked by Wall St. Rank hold BUG as of Q2 2026.

  • Gladstone Institutional Advisory held 6,772 shares of Global X Cybersecurity ETF worth $259K as of Q2 2026.
  • Global X Cybersecurity ETF was a new Gladstone Institutional Advisory position in Q2 2026.
  • Global X Cybersecurity ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #785 holding.
  • Gladstone Institutional Advisory first reported a position in Global X Cybersecurity ETF in Q3 2021 and has held it in 14 quarters since.
  • Gladstone Institutional Advisory's Global X Cybersecurity ETF position peaked at $679K in Q4 2021.
  • 219 funds tracked by Wall St. Rank held Global X Cybersecurity ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.