GWM
BUG icon

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

GSB 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
2023
Q1 		– Sell
-10,934
Closed -$227K – 218
2022
Q4 		$227K Sell
10,934
-3,000
-22% -$69.1K 0.08% 184
2022
Q3 		$335K Sell
13,934
-250
-2% -$6.6K 0.12% 162
2022
Q2 		$355K Sell
14,184
-14,966
-51% -$412K 0.12% 163
2022
Q1 		$916K Sell
29,150
-1,500
-5% -$44.2K 0.27% 120
2021
Q4 		$974K Sell
30,650
-500
-2% -$16.1K 0.28% 118
2021
Q3 		$950K Hold
31,150
– – 0.49% 63
2021
Q2 		$898K Sell
31,150
-800
-3% -$21.8K 0.28% 121
2021
Q1 		$800K Buy
+31,950
New +$874K 0.27% 114

Other funds holding BUG

MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return