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 $1.6B 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

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

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

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

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $1.09B AUM 22.93% 1-Year Est. Return

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

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

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

Prosperity Wealth Management's BUG Position: Q4 2024 in Review

Prosperity Wealth Management sold out of Global X Cybersecurity ETF (BUG) in Q4 2024, closing a stake of 9,568 shares — an estimated $296K sold.

Prosperity Wealth Management first reported a position in BUG in Q4 2022 and held it in 8 quarters. The position peaked at $820K in Q4 2023. 174 funds tracked by Wall St. Rank hold BUG as of Q4 2024.

Prosperity Wealth Management reported no remaining Global X Cybersecurity ETF position as of Q4 2024 after selling out during the quarter.
Prosperity Wealth Management sold 9,568 Global X Cybersecurity ETF shares in Q4 2024, an estimated $296K.
Prosperity Wealth Management first reported a position in Global X Cybersecurity ETF in Q4 2022 and held it in 8 quarters.
Prosperity Wealth Management's Global X Cybersecurity ETF position peaked at $820K in Q4 2023.
174 funds tracked by Wall St. Rank held Global X Cybersecurity ETF as of Q4 2024.

Based on Prosperity Wealth Management's 13F filing for Q4 2024, filed 7 Feb 2025.