L.M. Kohn & Company’s Global X Cybersecurity ETF BUG Stock Holding History

L.M. Kohn & Company’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 Q3	–	Sell	-5,532	Closed	-$205K	–	147
2025 Q2	$205K	Buy	+5,532	New	+$190K	0.06%	264
2024 Q1	–	Sell	-11,338	Closed	-$332K	–	275
2023 Q4	$332K	Buy	11,338 +926	+9%	+$23.9K	0.11%	169
2023 Q3	$253K	Buy	10,412 +962	+10%	+$23.4K	0.09%	193
2023 Q2	$229K	Buy	+9,450	New	+$218K	0.09%	199

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

KAS

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

APCM

Alaska Permanent Capital Management Anchorage, Alaska $1.53B AUM 17.79% 1-Year Est. Return

L.M. Kohn & Company's BUG Position: Q3 2025 in Review

L.M. Kohn & Company sold out of Global X Cybersecurity ETF (BUG) in Q3 2025, closing a stake of 5,532 shares — an estimated $205K sold.

L.M. Kohn & Company first reported a position in BUG in Q2 2023 and held it in 4 quarters. The position peaked at $332K in Q4 2023. 205 funds tracked by Wall St. Rank hold BUG as of Q3 2025.

L.M. Kohn & Company reported no remaining Global X Cybersecurity ETF position as of Q3 2025 after selling out during the quarter.
L.M. Kohn & Company sold 5,532 Global X Cybersecurity ETF shares in Q3 2025, an estimated $205K.
L.M. Kohn & Company first reported a position in Global X Cybersecurity ETF in Q2 2023 and held it in 4 quarters.
L.M. Kohn & Company's Global X Cybersecurity ETF position peaked at $332K in Q4 2023.
205 funds tracked by Wall St. Rank held Global X Cybersecurity ETF as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.