IAA
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Independent Advisor Alliance’s Global X Cybersecurity ETF BUG Stock Holding History

Independent Advisor Alliance’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
-9,678
Closed -$243K – 1111
2026
Q1 		$243K Buy
+9,678
New +$266K ﹤0.01% 1420
2025
Q1 		– Sell
-18,224
Closed -$585K – 874
2024
Q4 		$585K Buy
+18,224
New +$591K 0.01% 908

Other funds holding BUG

CI
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
DAS
Diversify Advisory Services Sandy, Utah $5.98B AUM 28.55% 1-Year Est. Return
DWM
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 $2.02B AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Independent Advisor Alliance's BUG Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Global X Cybersecurity ETF (BUG) in Q2 2026, closing a stake of 9,678 shares — an estimated $243K sold.

Independent Advisor Alliance first reported a position in BUG in Q4 2024 and held it in 2 quarters. The position peaked at $585K in Q4 2024. 220 funds tracked by Wall St. Rank hold BUG as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Global X Cybersecurity ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 9,678 Global X Cybersecurity ETF shares in Q2 2026, an estimated $243K.
  • Independent Advisor Alliance first reported a position in Global X Cybersecurity ETF in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's Global X Cybersecurity ETF position peaked at $585K in Q4 2024.
  • 220 funds tracked by Wall St. Rank held Global X Cybersecurity ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.