JPLA
BUG icon

Joseph P. Lucia & Associates’s Global X Cybersecurity ETF BUG Stock Holding History

Joseph P. Lucia & Associates’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
Q1 		$689K Sell
27,437
-1,430
-5% -$39.3K 0.25% 85
2025
Q4 		$879K Buy
28,867
+6,293
+28% +$208K 0.32% 73
2025
Q3 		$794K Buy
22,574
+1,749
+8% +$60.6K 0.3% 77
2025
Q2 		$773K Buy
20,825
+3,108
+18% +$107K 0.32% 76
2025
Q1 		$573K Buy
17,717
+704
+4% +$23.7K 0.26% 78
2024
Q4 		$546K Buy
17,013
+793
+5% +$25.7K 0.24% 82
2024
Q3 		$502K Buy
16,220
+1,650
+11% +$49.1K 0.23% 82
2024
Q2 		$431K Buy
14,570
+873
+6% +$25K 0.22% 79
2024
Q1 		$407K Buy
+13,697
New +$411K 0.22% 81

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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $2.1B AUM 70.99% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return