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Greystone Financial Group’s Global X Cybersecurity ETF BUG Stock Holding History

Greystone Financial Group’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
2025
Q3 		– Sell
-12,331
Closed -$457K – 102
2025
Q2 		$457K Sell
12,331
-42
-0.3% -$1.44K 0.08% 85
2025
Q1 		$400K Sell
12,373
-215
-2% -$7.25K 0.07% 89
2024
Q4 		$404K Sell
12,588
-507
-4% -$16.4K 0.07% 85
2024
Q3 		$405K Buy
13,095
+1,665
+15% +$49.6K 0.07% 89
2024
Q2 		$338K Buy
11,430
+420
+4% +$12K 0.07% 96
2024
Q1 		$328K Buy
11,010
+189
+2% +$5.67K 0.07% 99
2023
Q4 		$317K Sell
10,821
-2,160
-17% -$55.7K 0.07% 96
2023
Q3 		$315K Sell
12,981
-366
-3% -$8.89K 0.08% 89
2023
Q2 		$324K Sell
13,347
-7,036
-35% -$163K 0.08% 93
2023
Q1 		$478K Buy
20,383
+7,684
+61% +$171K 0.12% 76
2022
Q4 		$264K Buy
12,699
+220
+2% +$5.07K 0.08% 71
2022
Q3 		$300K Buy
+12,479
New +$329K 0.1% 67

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
APCM
Alaska Permanent Capital Management Anchorage, Alaska $1.53B AUM 17.79% 1-Year Est. Return

Greystone Financial Group's BUG Position: Q3 2025 in Review

Greystone Financial Group sold out of Global X Cybersecurity ETF (BUG) in Q3 2025, closing a stake of 12,331 shares — an estimated $457K sold.

Greystone Financial Group first reported a position in BUG in Q3 2022 and held it in 12 quarters. The position peaked at $478K in Q1 2023. 205 funds tracked by Wall St. Rank hold BUG as of Q3 2025.

  • Greystone Financial Group reported no remaining Global X Cybersecurity ETF position as of Q3 2025 after selling out during the quarter.
  • Greystone Financial Group sold 12,331 Global X Cybersecurity ETF shares in Q3 2025, an estimated $457K.
  • Greystone Financial Group first reported a position in Global X Cybersecurity ETF in Q3 2022 and held it in 12 quarters.
  • Greystone Financial Group's Global X Cybersecurity ETF position peaked at $478K in Q1 2023.
  • 205 funds tracked by Wall St. Rank held Global X Cybersecurity ETF as of Q3 2025.

Based on Greystone Financial Group's 13F filing for Q3 2025, filed 22 Oct 2025.