GWANC
BUG icon

Guardian Wealth Advisors (North Carolina)’s Global X Cybersecurity ETF BUG Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
-1,092
Closed -$27.4K – 401
2026
Q1 		$27.4K Buy
+1,092
New +$30K ﹤0.01% 485
2022
Q1 		– Sell
-56
Closed -$2K – 251
2021
Q4 		$2K Buy
+56
New +$1.81K ﹤0.01% 230

Other funds holding BUG

Clal Insurance
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
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $5.98B AUM 28.55% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s BUG Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of Global X Cybersecurity ETF (BUG) in Q2 2026, closing a stake of 1,092 shares — an estimated $27.4K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in BUG in Q4 2021 and held it in 2 quarters. The position peaked at $27.4K in Q1 2026. 219 funds tracked by Wall St. Rank hold BUG as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) reported no remaining Global X Cybersecurity ETF position as of Q2 2026 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 1,092 Global X Cybersecurity ETF shares in Q2 2026, an estimated $27.4K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Global X Cybersecurity ETF in Q4 2021 and held it in 2 quarters.
  • Guardian Wealth Advisors (North Carolina)'s Global X Cybersecurity ETF position peaked at $27.4K in Q1 2026.
  • 219 funds tracked by Wall St. Rank held Global X Cybersecurity ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.