Sowell Financial Services’s Global X Cybersecurity ETF BUG Stock Holding History

Sowell Financial Services’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
2025 Q4	–	Sell	-12,056	Closed	-$424K	–	1116
2025 Q3	$424K	Sell	12,056 -71,021	-85%	-$2.46M	0.02%	681
2025 Q2	$3.08M	Buy	83,077 +67,220	+424%	+$2.3M	0.13%	170
2025 Q1	$513K	Buy	+15,857	New	+$535K	0.02%	577
2021 Q4	–	Sell	-52,368	Closed	-$1.6M	–	509
2021 Q3	$1.6M	Buy	+52,368	New	+$1.61M	0.11%	214
2021 Q2	–	Sell	-12	Closed	–	–	833
2021 Q1	$0	Sell	12 -129	-91%	-$3.53K	﹤0.01%	3115
2020 Q4	$4K	Buy	+141	New	+$3.3K	﹤0.01%	2318

Other funds holding BUG

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

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

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

SWP

Strategic Wealth Partners Independence, Ohio $1.62B AUM 21.77% 1-Year Est. Return

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

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

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

KAS

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

Sowell Financial Services's BUG Position: Q4 2025 in Review

Sowell Financial Services sold out of Global X Cybersecurity ETF (BUG) in Q4 2025, closing a stake of 12,056 shares — an estimated $424K sold.

Sowell Financial Services first reported a position in BUG in Q4 2020 and held it in 6 quarters. The position peaked at $3.08M in Q2 2025. 195 funds tracked by Wall St. Rank hold BUG as of Q4 2025.

Sowell Financial Services reported no remaining Global X Cybersecurity ETF position as of Q4 2025 after selling out during the quarter.
Sowell Financial Services sold 12,056 Global X Cybersecurity ETF shares in Q4 2025, an estimated $424K.
Sowell Financial Services first reported a position in Global X Cybersecurity ETF in Q4 2020 and held it in 6 quarters.
Sowell Financial Services's Global X Cybersecurity ETF position peaked at $3.08M in Q2 2025.
195 funds tracked by Wall St. Rank held Global X Cybersecurity ETF as of Q4 2025.

Based on Sowell Financial Services's 13F filing for Q4 2025, filed 21 Jan 2026.