Potentia Wealth’s Global X Cybersecurity ETF BUG Stock Holding History

Potentia Wealth’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 Q4	–	Sell	-126,047	Closed	-$4.44M	–	95
2025 Q3	$4.44M	Buy	+126,047	New	+$4.37M	1.69%	16
2025 Q2	–	Sell	-123,794	Closed	-$4M	–	76
2025 Q1	$4M	Buy	123,794 +459	+0.4%	+$15.5K	1.88%	15
2024 Q4	$3.96M	Buy	+123,335	New	+$4M	1.76%	15

Other funds holding BUG

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SWP

Strategic Wealth Partners Independence, Ohio $1.62B AUM 21.77% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

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

KAS

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

Potentia Wealth's BUG Position: Q4 2025 in Review

Potentia Wealth sold out of Global X Cybersecurity ETF (BUG) in Q4 2025, closing a stake of 126,047 shares — an estimated $4.44M sold.

Potentia Wealth first reported a position in BUG in Q4 2024 and held it in 3 quarters. The position peaked at $4.44M in Q3 2025. 195 funds tracked by Wall St. Rank hold BUG as of Q4 2025.

Potentia Wealth reported no remaining Global X Cybersecurity ETF position as of Q4 2025 after selling out during the quarter.
Potentia Wealth sold 126,047 Global X Cybersecurity ETF shares in Q4 2025, an estimated $4.44M.
Potentia Wealth first reported a position in Global X Cybersecurity ETF in Q4 2024 and held it in 3 quarters.
Potentia Wealth's Global X Cybersecurity ETF position peaked at $4.44M in Q3 2025.
195 funds tracked by Wall St. Rank held Global X Cybersecurity ETF as of Q4 2025.

Based on Potentia Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.