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Planning Capital Management Corporation’s Global X Cybersecurity ETF BUG Stock Holding History

Planning Capital Management Corporation’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
2024
Q3 		$24.2K Buy
781
+100
+15% +$2.98K 0.02% 264
2024
Q2 		$20.1K Buy
681
+313
+85% +$8.97K 0.01% 280
2024
Q1 		$10.9K Buy
368
+358
+3,580% +$10.7K 0.01% 411
2023
Q4 		$294 Buy
+10
New +$258 ﹤0.01% 635

Other funds holding BUG

MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 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
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
ZIMP
Zimmermann Investment Management & Planning New Cumberland, Pennsylvania $2.27M AUM 29.81% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Planning Capital Management Corporation's BUG Position: Q3 2024 in Review

Planning Capital Management Corporation increased its Global X Cybersecurity ETF (BUG) stake by 15% in Q3 2024, buying an estimated $2.98K and bringing the position to 781 shares worth $24.2K. The position accounts for 0.02% of the portfolio, ranked #264.

Planning Capital Management Corporation first reported a position in BUG in Q4 2023 and has held it in 4 quarters since. 162 funds tracked by Wall St. Rank hold BUG as of Q3 2024.

  • Planning Capital Management Corporation held 781 shares of Global X Cybersecurity ETF worth $24.2K as of Q3 2024.
  • Planning Capital Management Corporation bought 100 Global X Cybersecurity ETF shares in Q3 2024, an estimated $2.98K.
  • Global X Cybersecurity ETF made up 0.02% of Planning Capital Management Corporation's portfolio in Q3 2024, its #264 holding.
  • Planning Capital Management Corporation first reported a position in Global X Cybersecurity ETF in Q4 2023 and has held it in 4 quarters since.
  • 162 funds tracked by Wall St. Rank held Global X Cybersecurity ETF as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.