NW
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NewEdge Wealth’s Global X Cybersecurity ETF BUG Stock Holding History

NewEdge Wealth’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
2026
Q1 		$534K Sell
21,266
-13,163
-38% -$361K 0.01% 792
2025
Q4 		$1.05M Buy
34,429
+13,146
+62% +$435K 0.01% 616
2025
Q3 		$715K Hold
21,283
– – 0.01% 648
2025
Q2 		$698K Sell
21,283
-1,970
-8% -$67.5K 0.01% 618
2025
Q1 		$752K Sell
23,253
-5,722
-20% -$193K 0.01% 538
2024
Q4 		$930K Sell
28,975
-2,164
-7% -$70.1K 0.02% 504
2024
Q3 		$964K Sell
31,139
-797
-2% -$23.7K 0.02% 478
2024
Q2 		$945K Sell
31,936
-1,785
-5% -$51.2K 0.02% 428
2024
Q1 		$965K Sell
33,721
-8,301
-20% -$249K 0.02% 435
2023
Q4 		$1.23M Sell
42,022
-6,452
-13% -$166K 0.03% 370
2023
Q3 		$1.18M Sell
48,474
-43,816
-47% -$1.06M 0.04% 329
2023
Q2 		$2.24M Sell
92,290
-18,008
-16% -$416K 0.07% 233
2023
Q1 		$2.59M Sell
110,298
-6,409
-5% -$142K 0.1% 187
2022
Q4 		$2.42M Sell
116,707
-504,528
-81% -$11.6M 0.1% 185
2022
Q3 		$14.9M Buy
621,235
+33,502
+6% +$884K 0.71% 34
2022
Q2 		$14.7M Buy
587,733
+307,129
+109% +$8.46M 0.67% 36
2022
Q1 		$8.82M Buy
280,604
+89,330
+47% +$2.63M 0.39% 68
2021
Q4 		$6.08M Buy
+191,274
New +$6.17M 0.25% 99

Other funds holding BUG

CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.37B AUM 19.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $2.1B AUM 70.99% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return