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

Pinnacle Wealth Management 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
2026 Q1	–	Sell	-78,564	Closed	-$2.39M	–	122
2025 Q4	$2.39M	Buy	78,564 +1,629	+2%	+$53.9K	1.2%	28
2025 Q3	$2.71M	Buy	76,935 +2,798	+4%	+$97K	1.39%	26
2025 Q2	$2.75M	Buy	74,137 +1,881	+3%	+$64.5K	1.58%	20
2025 Q1	$2.34M	Sell	72,256 -9,077	-11%	-$306K	1.63%	21
2024 Q4	$2.61M	Buy	81,333 +1,090	+1%	+$35.3K	1.63%	21
2024 Q3	$2.48M	Buy	80,243 +2,531	+3%	+$75.4K	1.57%	21
2024 Q2	$2.3M	Buy	77,712 +8,077	+12%	+$232K	1.56%	21
2024 Q1	$2.07M	Buy	69,635 +823	+1%	+$24.7K	1.54%	22
2023 Q4	$2.02M	Buy	68,812 +518	+0.8%	+$13.4K	1.66%	18
2023 Q3	$1.66M	Buy	68,294 +1,843	+3%	+$44.8K	1.51%	23
2023 Q2	$1.61M	Buy	+66,451	New	+$1.54M	1.41%	23

Other funds holding BUG

Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return

Moss Adams Wealth Advisors Seattle, Washington $1.37B AUM 19.97% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Caption Management Oklahoma City, Oklahoma $2.1B AUM 70.99% 1-Year Est. Return

Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return