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Phoenix Financial’s Global X Cybersecurity ETF BUG Stock Holding History

Phoenix Financial’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
-12,834
Closed -$476K – 475
2025
Q2 		$476K Sell
12,834
-16,880
-57% -$579K 0.01% 291
2025
Q1 		$961K Buy
+29,714
New +$1M 0.01% 216
2023
Q3 		– Sell
-46,984
Closed -$1.14M – 328
2023
Q2 		$1.14M Buy
46,984
+20,792
+79% +$480K 0.02% 204
2023
Q1 		$614K Sell
26,192
-6,352,760
-100% -$141M 0.01% 213
2022
Q4 		$132M Sell
6,378,952
-2,332,446
-27% -$53.7M 2.57% 10
2022
Q3 		$211M Buy
8,711,398
+948,914
+12% +$25M 4.65% 2
2022
Q2 		$194M Buy
7,762,484
+64,721
+0.8% +$1.78M 3.97% 2
2022
Q1 		$242M Buy
7,697,763
+79,456
+1% +$2.34M 4.07% 2
2021
Q4 		$243M Buy
7,618,307
+3,637,970
+91% +$117M 4% 2
2021
Q3 		$121M Buy
3,980,337
+1,090,850
+38% +$33.5M 2.11% 7
2021
Q2 		$83.3M Buy
2,889,487
+1,620,790
+128% +$44.1M 1.59% 10
2021
Q1 		$31.8M Buy
1,268,697
+502,947
+66% +$13.8M 0.72% 46
2020
Q4 		$21.6M Buy
+765,750
New +$17.9M 0.58% 69

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 $299B AUM 28.69% 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

Phoenix Financial's BUG Position: Q3 2025 in Review

Phoenix Financial sold out of Global X Cybersecurity ETF (BUG) in Q3 2025, closing a stake of 12,834 shares — an estimated $476K sold.

Phoenix Financial first reported a position in BUG in Q4 2020 and held it in 13 quarters. The position peaked at $243M in Q4 2021. 205 funds tracked by Wall St. Rank hold BUG as of Q3 2025.

  • Phoenix Financial reported no remaining Global X Cybersecurity ETF position as of Q3 2025 after selling out during the quarter.
  • Phoenix Financial sold 12,834 Global X Cybersecurity ETF shares in Q3 2025, an estimated $476K.
  • Phoenix Financial first reported a position in Global X Cybersecurity ETF in Q4 2020 and held it in 13 quarters.
  • Phoenix Financial's Global X Cybersecurity ETF position peaked at $243M in Q4 2021.
  • 205 funds tracked by Wall St. Rank held Global X Cybersecurity ETF as of Q3 2025.

Based on Phoenix Financial's 13F filing for Q3 2025, filed 3 Nov 2025.