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IFP Advisors’s Global X Cybersecurity ETF BUG Stock Holding History

IFP Advisors’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
Q1 		$311K Buy
12,387
+3,957
+47% +$109K 0.01% 1171
2025
Q4 		$257K Sell
8,430
-939
-10% -$31.1K 0.01% 1246
2025
Q3 		$330K Sell
9,369
-222
-2% -$7.69K 0.01% 1044
2025
Q2 		$356K Sell
9,591
-789
-8% -$27K 0.01% 979
2025
Q1 		$336K Sell
10,380
-46
-0.4% -$1.55K 0.01% 938
2024
Q4 		$335K Buy
10,426
+824
+9% +$26.7K 0.01% 900
2024
Q3 		$297K Sell
9,602
-518
-5% -$15.4K 0.01% 901
2024
Q2 		$299K Buy
10,120
+172
+2% +$4.93K 0.01% 840
2024
Q1 		$296K Sell
9,948
-221
-2% -$6.63K 0.01% 806
2023
Q4 		$298K Sell
10,169
-5,012
-33% -$129K 0.01% 776
2023
Q3 		$369K Sell
15,181
-6,077
-29% -$148K 0.02% 699
2023
Q2 		$516K Sell
21,258
-4,531
-18% -$105K 0.02% 641
2023
Q1 		$398K Buy
25,789
+102
+0.4% +$2.26K 0.02% 679
2022
Q4 		$396K Sell
25,687
-4,582
-15% -$106K 0.01% 1001
2022
Q3 		$469K Buy
30,269
+2,135
+8% +$56.3K 0.01% 961
2022
Q2 		$435K Hold
28,134
– – 0.01% 904
2022
Q1 		$435K Buy
28,134
+27,634
+5,527% +$814K 0.01% 904
2021
Q4 		$16K Hold
500
– – ﹤0.01% 2035
2021
Q3 		$15K Hold
500
– – ﹤0.01% 2107
2021
Q2 		$14K Hold
500
– – ﹤0.01% 2076
2021
Q1 		$13K Buy
+500
New +$13.7K ﹤0.01% 2019

Other funds holding BUG

CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.37B AUM 19.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $2.1B AUM 70.99% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return