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
Q2 		$1.07M Buy
28,065
+628
+2% +$19.4K 0.32% 66
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 $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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DAS
Diversify Advisory Services Sandy, Utah $5.98B AUM 28.55% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Joseph P. Lucia & Associates's BUG Position: Q2 2026 in Review

Joseph P. Lucia & Associates increased its Global X Cybersecurity ETF (BUG) stake by 2.3% in Q2 2026, buying an estimated $19.4K and bringing the position to 28,065 shares worth $1.07M. The position accounts for 0.32% of the portfolio, ranked #66.

Joseph P. Lucia & Associates first reported a position in BUG in Q1 2024 and has held it in 10 quarters since. 220 funds tracked by Wall St. Rank hold BUG as of Q2 2026.

  • Joseph P. Lucia & Associates held 28,065 shares of Global X Cybersecurity ETF worth $1.07M as of Q2 2026.
  • Joseph P. Lucia & Associates bought 628 Global X Cybersecurity ETF shares in Q2 2026, an estimated $19.4K.
  • Global X Cybersecurity ETF made up 0.32% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #66 holding.
  • Joseph P. Lucia & Associates first reported a position in Global X Cybersecurity ETF in Q1 2024 and has held it in 10 quarters since.
  • 220 funds tracked by Wall St. Rank held Global X Cybersecurity ETF as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.