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Independent Financial Group’s Global X Cybersecurity ETF BUG Stock Holding History

Independent Financial Group’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 		$954K Buy
24,992
+16,792
+205% +$518K 0.02% 714
2026
Q1 		$206K Sell
8,200
-1,350
-14% -$37.1K ﹤0.01% 1366
2025
Q4 		$291K Sell
9,550
-5,950
-38% -$197K 0.01% 1166
2025
Q3 		$545K Buy
15,500
+7,450
+93% +$258K 0.01% 816
2025
Q2 		$299K Sell
8,050
-350
-4% -$12K 0.01% 1029
2025
Q1 		$272K Hold
8,400
– – 0.01% 970
2024
Q4 		$270K Buy
8,400
+992
+13% +$32.1K 0.01% 936
2024
Q3 		$229K Buy
+7,408
New +$221K 0.01% 986

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 40.91% 1-Year Est. Return

Independent Financial Group's BUG Position: Q2 2026 in Review

Independent Financial Group increased its Global X Cybersecurity ETF (BUG) stake by 205% in Q2 2026, buying an estimated $518K and bringing the position to 24,992 shares worth $954K. The position accounts for 0.02% of the portfolio, ranked #714.

Independent Financial Group first reported a position in BUG in Q3 2024 and has held it in 8 quarters since. 220 funds tracked by Wall St. Rank hold BUG as of Q2 2026.

  • Independent Financial Group held 24,992 shares of Global X Cybersecurity ETF worth $954K as of Q2 2026.
  • Independent Financial Group bought 16,792 Global X Cybersecurity ETF shares in Q2 2026, an estimated $518K.
  • Global X Cybersecurity ETF made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #714 holding.
  • Independent Financial Group first reported a position in Global X Cybersecurity ETF in Q3 2024 and has held it in 8 quarters since.
  • 220 funds tracked by Wall St. Rank held Global X Cybersecurity ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.