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GoalVest Advisory’s Global X Cybersecurity ETF BUG Stock Holding History

GoalVest 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 		– Sell
-50
Closed -$1.26K – 510
2026
Q1 		$1.26K Hold
50
– – ﹤0.01% 430
2025
Q4 		$1.52K Hold
50
– – ﹤0.01% 497
2025
Q3 		$1.76K Hold
50
– – ﹤0.01% 385
2025
Q2 		$1.85K Hold
50
– – ﹤0.01% 341
2025
Q1 		$1.62K Buy
+50
New +$1.69K ﹤0.01% 314

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 40.91% 1-Year Est. Return

GoalVest Advisory's BUG Position: Q2 2026 in Review

GoalVest Advisory sold out of Global X Cybersecurity ETF (BUG) in Q2 2026, closing a stake of 50 shares — an estimated $1.26K sold.

GoalVest Advisory first reported a position in BUG in Q1 2025 and held it in 5 quarters. The position peaked at $1.85K in Q2 2025. 220 funds tracked by Wall St. Rank hold BUG as of Q2 2026.

  • GoalVest Advisory reported no remaining Global X Cybersecurity ETF position as of Q2 2026 after selling out during the quarter.
  • GoalVest Advisory sold 50 Global X Cybersecurity ETF shares in Q2 2026, an estimated $1.26K.
  • GoalVest Advisory first reported a position in Global X Cybersecurity ETF in Q1 2025 and held it in 5 quarters.
  • GoalVest Advisory's Global X Cybersecurity ETF position peaked at $1.85K in Q2 2025.
  • 220 funds tracked by Wall St. Rank held Global X Cybersecurity ETF as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.