PF
BUG icon

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

PlanVest 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
2026
Q2 		– Sell
-347
Closed -$8.71K – 598
2026
Q1 		$8.71K Buy
+347
New +$9.53K 0.01% 391

Other funds holding BUG

CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DAS
Diversify Advisory Services Sandy, Utah $5.98B AUM 28.55% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return

PlanVest Financial's BUG Position: Q2 2026 in Review

PlanVest Financial sold out of Global X Cybersecurity ETF (BUG) in Q2 2026, closing a stake of 347 shares — an estimated $8.71K sold.

PlanVest Financial first reported a position in BUG in Q1 2026 and held it in 1 quarter. The position peaked at $8.71K in Q1 2026. 210 funds tracked by Wall St. Rank hold BUG as of Q2 2026.

  • PlanVest Financial reported no remaining Global X Cybersecurity ETF position as of Q2 2026 after selling out during the quarter.
  • PlanVest Financial sold 347 Global X Cybersecurity ETF shares in Q2 2026, an estimated $8.71K.
  • PlanVest Financial first reported a position in Global X Cybersecurity ETF in Q1 2026 and held it in 1 quarter.
  • PlanVest Financial's Global X Cybersecurity ETF position peaked at $8.71K in Q1 2026.
  • 210 funds tracked by Wall St. Rank held Global X Cybersecurity ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.