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

Resurgent 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	-2,000	Closed	-$58.6K	–	238
2023 Q4	$58.6K	Hold	2,000	–	–	0.04%	307
2023 Q3	$48.6K	Hold	2,000	–	–	0.03%	332
2023 Q2	$48.5K	Hold	2,000	–	–	0.03%	336
2023 Q1	$46.9K	Sell	2,000 -1,500	-43%	-$33.3K	0.03%	339
2022 Q4	$72.6K	Buy	+3,500	New	+$80.6K	0.04%	362

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

EDRH

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

KAS

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

RJFSA

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

Resurgent Financial Advisors's BUG Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of Global X Cybersecurity ETF (BUG) in Q1 2024, closing a stake of 2,000 shares — an estimated $58.6K sold.

Resurgent Financial Advisors first reported a position in BUG in Q4 2022 and held it in 5 quarters. The position peaked at $72.6K in Q4 2022. 172 funds tracked by Wall St. Rank hold BUG as of Q1 2024.

Resurgent Financial Advisors reported no remaining Global X Cybersecurity ETF position as of Q1 2024 after selling out during the quarter.
Resurgent Financial Advisors sold 2,000 Global X Cybersecurity ETF shares in Q1 2024, an estimated $58.6K.
Resurgent Financial Advisors first reported a position in Global X Cybersecurity ETF in Q4 2022 and held it in 5 quarters.
Resurgent Financial Advisors's Global X Cybersecurity ETF position peaked at $72.6K in Q4 2022.
172 funds tracked by Wall St. Rank held Global X Cybersecurity ETF as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.