IFPG
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Intrepid Financial Planning Group’s Global X Cybersecurity ETF BUG Stock Holding History

Intrepid Financial Planning 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
2025
Q4 		– Sell
-13,718
Closed -$483K – 123
2025
Q3 		$483K Buy
13,718
+515
+4% +$17.8K 0.18% 77
2025
Q2 		$490K Sell
13,203
-495
-4% -$17K 0.21% 73
2025
Q1 		$443K Buy
13,698
+865
+7% +$29.2K 0.21% 73
2024
Q4 		$412K Buy
12,833
+15
+0.1% +$486 0.17% 83
2024
Q3 		$397K Buy
12,818
+370
+3% +$11K 0.17% 84
2024
Q2 		$368K Buy
12,448
+411
+3% +$11.8K 0.16% 85
2024
Q1 		$358K Buy
+12,037
New +$361K 0.15% 88

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SWP
Strategic Wealth Partners Independence, Ohio $1.44B AUM 21.2% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return