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

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Waycross Investment Management Bellingham, Washington $131M AUM 16.58% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Omni 360 Wealth Plainsboro, New Jersey $216M AUM 19.47% 1-Year Est. Return

Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return