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Lee Financial’s Global X Cybersecurity ETF BUG Stock Holding History

Lee Financial’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
2022
Q3 		– Sell
-425
Closed -$11K – 836
2022
Q2 		$11K Buy
+425
New +$11.7K ﹤0.01% 431

Other funds holding BUG

PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

Lee Financial's BUG Position: Q3 2022 in Review

Lee Financial sold out of Global X Cybersecurity ETF (BUG) in Q3 2022, closing a stake of 425 shares — an estimated $11K sold.

Lee Financial first reported a position in BUG in Q2 2022 and held it in 1 quarter. The position peaked at $11K in Q2 2022. 140 funds tracked by Wall St. Rank hold BUG as of Q3 2022.

  • Lee Financial reported no remaining Global X Cybersecurity ETF position as of Q3 2022 after selling out during the quarter.
  • Lee Financial sold 425 Global X Cybersecurity ETF shares in Q3 2022, an estimated $11K.
  • Lee Financial first reported a position in Global X Cybersecurity ETF in Q2 2022 and held it in 1 quarter.
  • Lee Financial's Global X Cybersecurity ETF position peaked at $11K in Q2 2022.
  • 140 funds tracked by Wall St. Rank held Global X Cybersecurity ETF as of Q3 2022.

Based on Lee Financial's 13F filing for Q3 2022, filed 2 Nov 2022.