McClarren Financial Advisors’s Global X Cybersecurity ETF BUG Stock Holding History

McClarren Financial Advisors’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
2025 Q1	–	Sell	-703	Closed	-$22K	–	284
2024 Q4	$22K	Hold	703	–	–	0.06%	129
2024 Q3	$21K	Buy	703 +674	+2,324%	+$20.1K	﹤0.01%	164
2024 Q2	$20K	Sell	29 -675	-96%	-$19.4K	0.01%	219
2024 Q1	$21K	Sell	704 -505	-42%	-$15.1K	0.02%	213
2023 Q4	$35K	Buy	1,209 +1	+0.1%	+$26	0.03%	186
2023 Q3	$29K	Hold	1,208	–	–	0.03%	180
2023 Q2	$29K	Hold	1,208	–	–	0.02%	190
2023 Q1	$28K	Buy	1,208 +18	+2%	+$400	0.03%	180
2022 Q4	$24K	Hold	1,190	–	–	0.02%	198
2022 Q3	$28K	Buy	+1,190	New	+$31.4K	0.03%	173

Other funds holding BUG

MAWA

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

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

McClarren Financial Advisors's BUG Position: Q1 2025 in Review

McClarren Financial Advisors sold out of Global X Cybersecurity ETF (BUG) in Q1 2025, closing a stake of 703 shares — an estimated $22K sold.

McClarren Financial Advisors first reported a position in BUG in Q3 2022 and held it in 10 quarters. The position peaked at $35K in Q4 2023. 176 funds tracked by Wall St. Rank hold BUG as of Q1 2025.

McClarren Financial Advisors reported no remaining Global X Cybersecurity ETF position as of Q1 2025 after selling out during the quarter.
McClarren Financial Advisors sold 703 Global X Cybersecurity ETF shares in Q1 2025, an estimated $22K.
McClarren Financial Advisors first reported a position in Global X Cybersecurity ETF in Q3 2022 and held it in 10 quarters.
McClarren Financial Advisors's Global X Cybersecurity ETF position peaked at $35K in Q4 2023.
176 funds tracked by Wall St. Rank held Global X Cybersecurity ETF as of Q1 2025.

Based on McClarren Financial Advisors's 13F filing for Q1 2025, filed 9 May 2025.