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

Masso Torrence 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 Q3	–	Sell	-73,080	Closed	-$2.16M	–	95
2024 Q2	$2.16M	Sell	73,080 -572	-0.8%	-$16.4K	1.2%	20
2024 Q1	$2.19M	Sell	73,652 -4,821	-6%	-$145K	1.3%	19
2023 Q4	$2.3M	Sell	78,473 -446	-0.6%	-$11.5K	1.57%	19
2023 Q3	$1.92M	Sell	78,919 -2,055	-3%	-$49.9K	1.47%	24
2023 Q2	$1.96M	Buy	80,974 +14,307	+21%	+$331K	1.42%	22
2023 Q1	$1.56M	Buy	66,667 +52,309	+364%	+$1.16M	1.24%	28
2022 Q4	$298K	Buy	+14,358	New	+$331K	0.24%	74

Other funds holding BUG

MAWA

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

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

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

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

RJFSA

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

ZIMP

Zimmermann Investment Management & Planning New Cumberland, Pennsylvania $2.27M AUM 29.81% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Masso Torrence Wealth Management's BUG Position: Q3 2024 in Review

Masso Torrence Wealth Management sold out of Global X Cybersecurity ETF (BUG) in Q3 2024, closing a stake of 73,080 shares — an estimated $2.16M sold.

Masso Torrence Wealth Management first reported a position in BUG in Q4 2022 and held it in 7 quarters. The position peaked at $2.3M in Q4 2023. 162 funds tracked by Wall St. Rank hold BUG as of Q3 2024.

Masso Torrence Wealth Management reported no remaining Global X Cybersecurity ETF position as of Q3 2024 after selling out during the quarter.
Masso Torrence Wealth Management sold 73,080 Global X Cybersecurity ETF shares in Q3 2024, an estimated $2.16M.
Masso Torrence Wealth Management first reported a position in Global X Cybersecurity ETF in Q4 2022 and held it in 7 quarters.
Masso Torrence Wealth Management's Global X Cybersecurity ETF position peaked at $2.3M in Q4 2023.
162 funds tracked by Wall St. Rank held Global X Cybersecurity ETF as of Q3 2024.

Based on Masso Torrence Wealth Management's 13F filing for Q3 2024, filed 24 Oct 2024.