Gradient Investments
BUG icon

Gradient Investments’s Global X Cybersecurity ETF BUG Stock Holding History

Gradient Investments’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
2024
Q1 		– Sell
-5
Closed -$149 – 1323
2023
Q4 		$149 Hold
5
– – ﹤0.01% 1721
2023
Q3 		$123 Hold
5
– – ﹤0.01% 1704
2023
Q2 		$123 Hold
5
– – ﹤0.01% 1672
2023
Q1 		$119 Hold
5
– – ﹤0.01% 1431
2022
Q4 		$104 Buy
+5
New +$115 ﹤0.01% 1429

Other funds holding BUG

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Edmond de Rothschild Holding
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
TCMP
Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania $530M AUM 22.41% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
ZIMP
Zimmermann Investment Management & Planning New Cumberland, Pennsylvania $2.27M AUM 29.81% 1-Year Est. Return

Gradient Investments's BUG Position: Q1 2024 in Review

Gradient Investments sold out of Global X Cybersecurity ETF (BUG) in Q1 2024, closing a stake of 5 shares — an estimated $149 sold.

Gradient Investments first reported a position in BUG in Q4 2022 and held it in 5 quarters. The position peaked at $149 in Q4 2023. 172 funds tracked by Wall St. Rank hold BUG as of Q1 2024.

  • Gradient Investments reported no remaining Global X Cybersecurity ETF position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 5 Global X Cybersecurity ETF shares in Q1 2024, an estimated $149.
  • Gradient Investments first reported a position in Global X Cybersecurity ETF in Q4 2022 and held it in 5 quarters.
  • Gradient Investments's Global X Cybersecurity ETF position peaked at $149 in Q4 2023.
  • 172 funds tracked by Wall St. Rank held Global X Cybersecurity ETF as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.