SAF
BUG icon

Smith Anglin Financial’s Global X Cybersecurity ETF BUG Stock Holding History

Smith Anglin Financial’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
Q3 		– Sell
-8,096
Closed -$239K – 211
2024
Q2 		$239K Sell
8,096
-379
-4% -$10.9K 0.02% 157
2024
Q1 		$252K Hold
8,475
– – 0.03% 156
2023
Q4 		$248K Sell
8,475
-10,434
-55% -$269K 0.03% 148
2023
Q3 		$459K Hold
18,909
– – 0.06% 100
2023
Q2 		$459K Hold
18,909
– – 0.06% 101
2023
Q1 		$443K Hold
18,909
– – 0.07% 101
2022
Q4 		$392K Hold
18,909
– – 0.07% 96
2022
Q3 		$455K Hold
18,909
– – 0.1% 80
2022
Q2 		$473K Buy
18,909
+379
+2% +$10.4K 0.14% 76
2022
Q1 		$582K Sell
18,530
-857
-4% -$25.2K 0.13% 63
2021
Q4 		$616K Buy
+19,387
New +$625K 0.11% 78

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
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return