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Institutional & Family Asset Management’s Global X Cybersecurity ETF BUG Stock Holding History

Institutional & Family Asset Management’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
2023
Q3 		– Sell
-130
Closed -$3.15K – 721
2023
Q2 		$3.15K Hold
130
– – ﹤0.01% 535
2023
Q1 		$3.05K Hold
130
– – ﹤0.01% 530
2022
Q4 		$2.7K Hold
130
– – ﹤0.01% 536
2022
Q3 		$3K Buy
+130
New +$3.43K ﹤0.01% 538

Other funds holding BUG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Edmond de Rothschild Holding
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Institutional & Family Asset Management's BUG Position: Q3 2023 in Review

Institutional & Family Asset Management sold out of Global X Cybersecurity ETF (BUG) in Q3 2023, closing a stake of 130 shares — an estimated $3.15K sold.

Institutional & Family Asset Management first reported a position in BUG in Q3 2022 and held it in 4 quarters. The position peaked at $3.15K in Q2 2023. 150 funds tracked by Wall St. Rank hold BUG as of Q3 2023.

  • Institutional & Family Asset Management reported no remaining Global X Cybersecurity ETF position as of Q3 2023 after selling out during the quarter.
  • Institutional & Family Asset Management sold 130 Global X Cybersecurity ETF shares in Q3 2023, an estimated $3.15K.
  • Institutional & Family Asset Management first reported a position in Global X Cybersecurity ETF in Q3 2022 and held it in 4 quarters.
  • Institutional & Family Asset Management's Global X Cybersecurity ETF position peaked at $3.15K in Q2 2023.
  • 150 funds tracked by Wall St. Rank held Global X Cybersecurity ETF as of Q3 2023.

Based on Institutional & Family Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.