Lionsbridge Wealth Management’s Global X Cybersecurity ETF BUG Stock Holding History

Lionsbridge Wealth Management’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
2024 Q2	–	Sell	-24,547	Closed	-$730K	–	58
2024 Q1	$730K	Sell	24,547 -1,001	-4%	-$30K	0.56%	46
2023 Q4	$749K	Buy	25,548 +16,357	+178%	+$422K	0.6%	50
2023 Q3	$223K	Buy	9,191 +237	+3%	+$5.76K	0.21%	45
2023 Q2	$217K	Sell	8,954 -199	-2%	-$4.6K	0.19%	42
2023 Q1	$215K	Buy	+9,153	New	+$203K	0.2%	44

Other funds holding BUG

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $1.09B AUM 22.93% 1-Year Est. Return

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

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Lionsbridge Wealth Management's BUG Position: Q2 2024 in Review

Lionsbridge Wealth Management sold out of Global X Cybersecurity ETF (BUG) in Q2 2024, closing a stake of 24,547 shares — an estimated $730K sold.

Lionsbridge Wealth Management first reported a position in BUG in Q1 2023 and held it in 5 quarters. The position peaked at $749K in Q4 2023. 168 funds tracked by Wall St. Rank hold BUG as of Q2 2024.

Lionsbridge Wealth Management reported no remaining Global X Cybersecurity ETF position as of Q2 2024 after selling out during the quarter.
Lionsbridge Wealth Management sold 24,547 Global X Cybersecurity ETF shares in Q2 2024, an estimated $730K.
Lionsbridge Wealth Management first reported a position in Global X Cybersecurity ETF in Q1 2023 and held it in 5 quarters.
Lionsbridge Wealth Management's Global X Cybersecurity ETF position peaked at $749K in Q4 2023.
168 funds tracked by Wall St. Rank held Global X Cybersecurity ETF as of Q2 2024.

Based on Lionsbridge Wealth Management's 13F filing for Q2 2024, filed 15 Jul 2024.