Householder Group Estate & Retirement Specialist’s Global X Cybersecurity ETF BUG Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	$0	Sell	10 -6	-38%	-$194	﹤0.01%	629
2024 Q3	$0	Sell	16 -200	-93%	-$5.96K	﹤0.01%	1169
2024 Q2	$6K	Buy	216 +183	+555%	+$5.25K	﹤0.01%	902
2024 Q1	$984	Buy	33 +8	+32%	+$240	﹤0.01%	1114
2023 Q4	$0	Hold	25	–	–	﹤0.01%	1146
2023 Q3	$609	Buy	+25	New	+$607	﹤0.01%	1177
2023 Q1	$1K	Buy	+25	New	+$555	﹤0.01%	1131
2022 Q4	–	Sell	-214	Closed	-$5K	–	427
2022 Q3	$5K	Buy	+214	New	+$5.65K	﹤0.01%	855

Other funds holding BUG

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

EDRH

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's BUG Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Global X Cybersecurity ETF (BUG) stake by 38% in Q4 2024, selling an estimated $194 and leaving 10 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #629.

Householder Group Estate & Retirement Specialist first reported a position in BUG in Q3 2022 and has held it in 8 quarters since. The position peaked at $6K in Q2 2024. 174 funds tracked by Wall St. Rank hold BUG as of Q4 2024.

Householder Group Estate & Retirement Specialist held 10 shares of Global X Cybersecurity ETF worth $0 as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 6 Global X Cybersecurity ETF shares in Q4 2024, an estimated $194.
Global X Cybersecurity ETF made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #629 holding.
Householder Group Estate & Retirement Specialist first reported a position in Global X Cybersecurity ETF in Q3 2022 and has held it in 8 quarters since.
Householder Group Estate & Retirement Specialist's Global X Cybersecurity ETF position peaked at $6K in Q2 2024.
174 funds tracked by Wall St. Rank held Global X Cybersecurity ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.