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

Oxford 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
Q1 		– Sell
-1,334
Closed -$27.7K – 264
2022
Q4 		$27.7K Buy
+1,334
New +$30.7K ﹤0.01% 231

Other funds holding BUG

MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Oxford Financial Group's BUG Position: Q1 2023 in Review

Oxford Financial Group sold out of Global X Cybersecurity ETF (BUG) in Q1 2023, closing a stake of 1,334 shares — an estimated $27.7K sold.

Oxford Financial Group first reported a position in BUG in Q4 2022 and held it in 1 quarter. The position peaked at $27.7K in Q4 2022. 147 funds tracked by Wall St. Rank hold BUG as of Q1 2023.

  • Oxford Financial Group reported no remaining Global X Cybersecurity ETF position as of Q1 2023 after selling out during the quarter.
  • Oxford Financial Group sold 1,334 Global X Cybersecurity ETF shares in Q1 2023, an estimated $27.7K.
  • Oxford Financial Group first reported a position in Global X Cybersecurity ETF in Q4 2022 and held it in 1 quarter.
  • Oxford Financial Group's Global X Cybersecurity ETF position peaked at $27.7K in Q4 2022.
  • 147 funds tracked by Wall St. Rank held Global X Cybersecurity ETF as of Q1 2023.

Based on Oxford Financial Group's 13F filing for Q1 2023, filed 12 May 2023.