PWM
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Prosperity Wealth Management’s Global X Cybersecurity ETF BUG Stock Holding History

Prosperity Wealth Management’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
Q4 		– Sell
-9,568
Closed -$296K – 215
2024
Q3 		$296K Sell
9,568
-4,035
-30% -$120K 0.12% 134
2024
Q2 		$402K Sell
13,603
-1,835
-12% -$52.6K 0.2% 101
2024
Q1 		$459K Sell
15,438
-12,526
-45% -$376K 0.22% 84
2023
Q4 		$820K Sell
27,964
-1,431
-5% -$36.9K 0.53% 30
2023
Q3 		$714K Sell
29,395
-580
-2% -$14.1K 0.46% 37
2023
Q2 		$727K Buy
29,975
+1,801
+6% +$41.6K 0.47% 31
2023
Q1 		$661K Buy
28,174
+2,986
+12% +$66.3K 0.52% 39
2022
Q4 		$523K Buy
+25,188
New +$580K 0.49% 45

Other funds holding BUG

MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.37B AUM 19.97% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return