Plante Moran Financial Advisors’s Global X Cybersecurity ETF BUG Stock Holding History

Plante Moran Financial Advisors’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 Q1	–	Sell	-141	Closed	-$4.13K	–	857
2023 Q4	$4.13K	Buy	+141	New	+$3.64K	﹤0.01%	661
2022 Q2	–	Sell	-2,790	Closed	-$88K	–	981
2022 Q1	$88K	Buy	+2,790	New	+$82.2K	0.02%	243

Other funds holding BUG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

TCMP

Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania $530M AUM 22.41% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Plante Moran Financial Advisors's BUG Position: Q1 2024 in Review

Plante Moran Financial Advisors sold out of Global X Cybersecurity ETF (BUG) in Q1 2024, closing a stake of 141 shares — an estimated $4.13K sold.

Plante Moran Financial Advisors first reported a position in BUG in Q1 2022 and held it in 2 quarters. The position peaked at $88K in Q1 2022. 172 funds tracked by Wall St. Rank hold BUG as of Q1 2024.

Plante Moran Financial Advisors reported no remaining Global X Cybersecurity ETF position as of Q1 2024 after selling out during the quarter.
Plante Moran Financial Advisors sold 141 Global X Cybersecurity ETF shares in Q1 2024, an estimated $4.13K.
Plante Moran Financial Advisors first reported a position in Global X Cybersecurity ETF in Q1 2022 and held it in 2 quarters.
Plante Moran Financial Advisors's Global X Cybersecurity ETF position peaked at $88K in Q1 2022.
172 funds tracked by Wall St. Rank held Global X Cybersecurity ETF as of Q1 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2024, filed 9 May 2024.