Laurel Wealth Advisors (North Carolina)’s Global X Cybersecurity ETF BUG Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	–	Sell	-200	Closed	-$6.09K	–	261
2025 Q4	$6.09K	Buy	+200	New	+$6.61K	﹤0.01%	522
2025 Q2	–	Sell	-200	Closed	-$6.47K	–	261
2025 Q1	$6.47K	Sell	200 -700	-78%	-$23.6K	﹤0.01%	515
2024 Q4	$28.9K	Hold	900	–	–	﹤0.01%	369
2024 Q3	$27.9K	Hold	900	–	–	﹤0.01%	373
2024 Q2	$26.6K	Hold	900	–	–	﹤0.01%	351
2024 Q1	$26.8K	Hold	900	–	–	﹤0.01%	358
2023 Q4	$26.4K	Hold	900	–	–	0.01%	337
2023 Q3	$21.9K	Hold	900	–	–	﹤0.01%	354
2023 Q2	$21.8K	Hold	900	–	–	﹤0.01%	361
2023 Q1	$21.1K	Hold	900	–	–	﹤0.01%	358
2022 Q4	$18.7K	Hold	900	–	–	﹤0.01%	339
2022 Q3	$22K	Buy	900 +200	+29%	+$5.28K	0.01%	325
2022 Q2	$18K	Buy	700 +200	+40%	+$5.51K	﹤0.01%	340
2022 Q1	$16K	Buy	+500	New	+$14.7K	﹤0.01%	368

Other funds holding BUG

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Moss Adams Wealth Advisors Seattle, Washington $1.37B AUM 19.97% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return

Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

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

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