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Joel Isaacson & Co’s Global X Cybersecurity ETF BUG Stock Holding History

Joel Isaacson & Co’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
Q1 		– Sell
-11,448
Closed -$367K – 401
2024
Q4 		$367K Hold
11,448
– – 0.02% 266
2024
Q3 		$354K Sell
11,448
-75
-0.7% -$2.23K 0.02% 268
2024
Q2 		$341K Hold
11,523
– – 0.02% 256
2024
Q1 		$343K Buy
+11,523
New +$346K 0.02% 259

Other funds holding BUG

MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Edmond de Rothschild Holding
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Joel Isaacson & Co's BUG Position: Q1 2025 in Review

Joel Isaacson & Co sold out of Global X Cybersecurity ETF (BUG) in Q1 2025, closing a stake of 11,448 shares — an estimated $367K sold.

Joel Isaacson & Co first reported a position in BUG in Q1 2024 and held it in 4 quarters. The position peaked at $367K in Q4 2024. 176 funds tracked by Wall St. Rank hold BUG as of Q1 2025.

  • Joel Isaacson & Co reported no remaining Global X Cybersecurity ETF position as of Q1 2025 after selling out during the quarter.
  • Joel Isaacson & Co sold 11,448 Global X Cybersecurity ETF shares in Q1 2025, an estimated $367K.
  • Joel Isaacson & Co first reported a position in Global X Cybersecurity ETF in Q1 2024 and held it in 4 quarters.
  • Joel Isaacson & Co's Global X Cybersecurity ETF position peaked at $367K in Q4 2024.
  • 176 funds tracked by Wall St. Rank held Global X Cybersecurity ETF as of Q1 2025.

Based on Joel Isaacson & Co's 13F filing for Q1 2025, filed 25 Apr 2025.