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Perigon Wealth Management’s Global X Cybersecurity ETF BUG Stock Holding History

Perigon Wealth Management’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
Q3 		– Sell
-6,142
Closed -$228K – 1218
2025
Q2 		$228K Buy
+6,142
New +$211K 0.01% 949

Other funds holding BUG

CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.37B AUM 19.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
APCM
Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return

Perigon Wealth Management's BUG Position: Q3 2025 in Review

Perigon Wealth Management sold out of Global X Cybersecurity ETF (BUG) in Q3 2025, closing a stake of 6,142 shares — an estimated $228K sold.

Perigon Wealth Management first reported a position in BUG in Q2 2025 and held it in 1 quarter. The position peaked at $228K in Q2 2025. 205 funds tracked by Wall St. Rank hold BUG as of Q3 2025.

  • Perigon Wealth Management reported no remaining Global X Cybersecurity ETF position as of Q3 2025 after selling out during the quarter.
  • Perigon Wealth Management sold 6,142 Global X Cybersecurity ETF shares in Q3 2025, an estimated $228K.
  • Perigon Wealth Management first reported a position in Global X Cybersecurity ETF in Q2 2025 and held it in 1 quarter.
  • Perigon Wealth Management's Global X Cybersecurity ETF position peaked at $228K in Q2 2025.
  • 205 funds tracked by Wall St. Rank held Global X Cybersecurity ETF as of Q3 2025.

Based on Perigon Wealth Management's 13F filing for Q3 2025, filed 17 Oct 2025.