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Norris Financial Group’s Global X Cybersecurity ETF BUG Stock Holding History

Norris Financial Group’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
2023
Q4 		– Sell
-64,428
Closed -$1.56M – 68
2023
Q3 		$1.56M Sell
64,428
-14,394
-18% -$350K 1.09% 29
2023
Q2 		$1.91M Sell
78,822
-11,589
-13% -$268K 1.32% 21
2023
Q1 		$2.12M Buy
90,411
+8,262
+10% +$183K 1.55% 20
2022
Q4 		$1.7M Buy
+82,149
New +$1.89M 1.44% 21

Other funds holding BUG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Norris Financial Group's BUG Position: Q4 2023 in Review

Norris Financial Group sold out of Global X Cybersecurity ETF (BUG) in Q4 2023, closing a stake of 64,428 shares — an estimated $1.56M sold.

Norris Financial Group first reported a position in BUG in Q4 2022 and held it in 4 quarters. The position peaked at $2.12M in Q1 2023. 161 funds tracked by Wall St. Rank hold BUG as of Q4 2023.

  • Norris Financial Group reported no remaining Global X Cybersecurity ETF position as of Q4 2023 after selling out during the quarter.
  • Norris Financial Group sold 64,428 Global X Cybersecurity ETF shares in Q4 2023, an estimated $1.56M.
  • Norris Financial Group first reported a position in Global X Cybersecurity ETF in Q4 2022 and held it in 4 quarters.
  • Norris Financial Group's Global X Cybersecurity ETF position peaked at $2.12M in Q1 2023.
  • 161 funds tracked by Wall St. Rank held Global X Cybersecurity ETF as of Q4 2023.

Based on Norris Financial Group's 13F filing for Q4 2023, filed 20 May 2026.