Sheets Smith Wealth Management’s Global X Cybersecurity ETF BUG Stock Holding History

Sheets Smith 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
2023 Q4	–	Sell	-860	Closed	-$20.9K	–	365
2023 Q3	$20.9K	Buy	+860	New	+$20.9K	﹤0.01%	432

Other funds holding BUG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Sheets Smith Wealth Management's BUG Position: Q4 2023 in Review

Sheets Smith Wealth Management sold out of Global X Cybersecurity ETF (BUG) in Q4 2023, closing a stake of 860 shares — an estimated $20.9K sold.

Sheets Smith Wealth Management first reported a position in BUG in Q3 2023 and held it in 1 quarter. The position peaked at $20.9K in Q3 2023. 161 funds tracked by Wall St. Rank hold BUG as of Q4 2023.

Sheets Smith Wealth Management reported no remaining Global X Cybersecurity ETF position as of Q4 2023 after selling out during the quarter.
Sheets Smith Wealth Management sold 860 Global X Cybersecurity ETF shares in Q4 2023, an estimated $20.9K.
Sheets Smith Wealth Management first reported a position in Global X Cybersecurity ETF in Q3 2023 and held it in 1 quarter.
Sheets Smith Wealth Management's Global X Cybersecurity ETF position peaked at $20.9K in Q3 2023.
161 funds tracked by Wall St. Rank held Global X Cybersecurity ETF as of Q4 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.