Heritage Wealth Management (Arizona)’s Global X Cybersecurity ETF BUG Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$1.45K	Sell	70 -765	-92%	-$17.6K	﹤0.01%	998
2022 Q3	$20K	Hold	835	–	–	0.01%	525
2022 Q2	$20.9K	Hold	835	–	–	0.01%	539
2022 Q1	$26K	Buy	+835	New	+$24.6K	0.01%	554
2021 Q3	$25K	Buy	835 +800	+2,286%	+$24.5K	0.01%	527
2021 Q2	$1K	Hold	35	–	–	﹤0.01%	856
2021 Q1	$1K	Buy	+35	New	+$958	﹤0.01%	710

Other funds holding BUG

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s BUG Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) reduced its Global X Cybersecurity ETF (BUG) stake by 92% in Q4 2022, selling an estimated $17.6K and leaving 70 shares worth $1.45K. The position accounts for ﹤0.01% of the portfolio, ranked #998.

Heritage Wealth Management (Arizona) first reported a position in BUG in Q1 2021 and has held it in 7 quarters since. The position peaked at $26K in Q1 2022. 164 funds tracked by Wall St. Rank hold BUG as of Q4 2022.

Heritage Wealth Management (Arizona) held 70 shares of Global X Cybersecurity ETF worth $1.45K as of Q4 2022.
Heritage Wealth Management (Arizona) sold 765 Global X Cybersecurity ETF shares in Q4 2022, an estimated $17.6K.
Global X Cybersecurity ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #998 holding.
Heritage Wealth Management (Arizona) first reported a position in Global X Cybersecurity ETF in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s Global X Cybersecurity ETF position peaked at $26K in Q1 2022.
164 funds tracked by Wall St. Rank held Global X Cybersecurity ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.