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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SWP

Strategic Wealth Partners Independence, Ohio $1.62B AUM 21.77% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Intrepid Financial Planning Group's BUG Position: Q4 2025 in Review

Intrepid Financial Planning Group sold out of Global X Cybersecurity ETF (BUG) in Q4 2025, closing a stake of 13,718 shares — an estimated $483K sold.

Intrepid Financial Planning Group first reported a position in BUG in Q1 2024 and held it in 7 quarters. The position peaked at $490K in Q2 2025. 195 funds tracked by Wall St. Rank hold BUG as of Q4 2025.

Intrepid Financial Planning Group reported no remaining Global X Cybersecurity ETF position as of Q4 2025 after selling out during the quarter.
Intrepid Financial Planning Group sold 13,718 Global X Cybersecurity ETF shares in Q4 2025, an estimated $483K.
Intrepid Financial Planning Group first reported a position in Global X Cybersecurity ETF in Q1 2024 and held it in 7 quarters.
Intrepid Financial Planning Group's Global X Cybersecurity ETF position peaked at $490K in Q2 2025.
195 funds tracked by Wall St. Rank held Global X Cybersecurity ETF as of Q4 2025.

Based on Intrepid Financial Planning Group's 13F filing for Q4 2025, filed 13 Feb 2026.