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Mark Sheptoff Financial Planning’s Global X Cybersecurity ETF BUG Stock Holding History

Mark Sheptoff Financial Planning’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
2021
Q4 		– Sell
-300
Closed -$9K – 457
2021
Q3 		$9K Hold
300
– – 0.01% 309
2021
Q2 		$9K Buy
+300
New +$8.16K ﹤0.01% 333

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Mark Sheptoff Financial Planning's BUG Position: Q4 2021 in Review

Mark Sheptoff Financial Planning sold out of Global X Cybersecurity ETF (BUG) in Q4 2021, closing a stake of 300 shares — an estimated $9K sold.

Mark Sheptoff Financial Planning first reported a position in BUG in Q2 2021 and held it in 2 quarters. The position peaked at $9K in Q3 2021. 142 funds tracked by Wall St. Rank hold BUG as of Q4 2021.

  • Mark Sheptoff Financial Planning reported no remaining Global X Cybersecurity ETF position as of Q4 2021 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 300 Global X Cybersecurity ETF shares in Q4 2021, an estimated $9K.
  • Mark Sheptoff Financial Planning first reported a position in Global X Cybersecurity ETF in Q2 2021 and held it in 2 quarters.
  • Mark Sheptoff Financial Planning's Global X Cybersecurity ETF position peaked at $9K in Q3 2021.
  • 142 funds tracked by Wall St. Rank held Global X Cybersecurity ETF as of Q4 2021.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2021, filed 11 Feb 2022.