GWM
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Greenline Wealth Management’s Global X Cybersecurity ETF BUG Stock Holding History

Greenline Wealth Management’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
Q1 		– Sell
-20
Closed -$609 – 159
2025
Q4 		$609 Buy
+20
New +$661 ﹤0.01% 543

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
CM
Caption Management Oklahoma City, Oklahoma $21.5B AUM 81.81% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Greenline Wealth Management's BUG Position: Q1 2026 in Review

Greenline Wealth Management sold out of Global X Cybersecurity ETF (BUG) in Q1 2026, closing a stake of 20 shares — an estimated $609 sold.

Greenline Wealth Management first reported a position in BUG in Q4 2025 and held it in 1 quarter. The position peaked at $609 in Q4 2025. 197 funds tracked by Wall St. Rank hold BUG as of Q1 2026.

  • Greenline Wealth Management reported no remaining Global X Cybersecurity ETF position as of Q1 2026 after selling out during the quarter.
  • Greenline Wealth Management sold 20 Global X Cybersecurity ETF shares in Q1 2026, an estimated $609.
  • Greenline Wealth Management first reported a position in Global X Cybersecurity ETF in Q4 2025 and held it in 1 quarter.
  • Greenline Wealth Management's Global X Cybersecurity ETF position peaked at $609 in Q4 2025.
  • 197 funds tracked by Wall St. Rank held Global X Cybersecurity ETF as of Q1 2026.

Based on Greenline Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.