PFGIA
BUG icon

Patriot Financial Group Insurance Agency’s Global X Cybersecurity ETF BUG Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-200
Closed -$5K – 611
2022
Q2 		$5K Hold
200
– – ﹤0.01% 1461
2022
Q1 		$6K Hold
200
– – ﹤0.01% 1535
2021
Q4 		$6K Buy
+200
New +$6.45K ﹤0.01% 1643
2021
Q1 		– Sell
-524
Closed -$15K – 1976
2020
Q4 		$15K Hold
524
– – ﹤0.01% 1073
2020
Q3 		$11K Buy
+524
New +$11.3K ﹤0.01% 989

Other funds holding BUG

PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

Patriot Financial Group Insurance Agency's BUG Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Global X Cybersecurity ETF (BUG) in Q3 2022, closing a stake of 200 shares — an estimated $5K sold.

Patriot Financial Group Insurance Agency first reported a position in BUG in Q3 2020 and held it in 5 quarters. The position peaked at $15K in Q4 2020. 140 funds tracked by Wall St. Rank hold BUG as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Global X Cybersecurity ETF position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 200 Global X Cybersecurity ETF shares in Q3 2022, an estimated $5K.
  • Patriot Financial Group Insurance Agency first reported a position in Global X Cybersecurity ETF in Q3 2020 and held it in 5 quarters.
  • Patriot Financial Group Insurance Agency's Global X Cybersecurity ETF position peaked at $15K in Q4 2020.
  • 140 funds tracked by Wall St. Rank held Global X Cybersecurity ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.