LMKC
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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

CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.37B AUM 19.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
APCM
Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return