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Steward Financial Group’s Global X Cybersecurity ETF BUG Stock Holding History

Steward Financial Group’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
Q3 		$3K Buy
+142
New +$3.45K ﹤0.01% 801
2023
Q2 		– Sell
-142
Closed -$3K – 539
2023
Q1 		$3K Buy
+142
New +$3.15K ﹤0.01% 393

Other funds holding BUG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Steward Financial Group's BUG Position: Q3 2023 in Review

Steward Financial Group opened a new position in Global X Cybersecurity ETF (BUG) in Q3 2023: 142 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #801 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in BUG as recently as Q1 2023.

Steward Financial Group first reported a position in BUG in Q1 2023 and has held it in 2 quarters since. 150 funds tracked by Wall St. Rank hold BUG as of Q3 2023.

  • Steward Financial Group held 142 shares of Global X Cybersecurity ETF worth $3K as of Q3 2023.
  • Global X Cybersecurity ETF was a new Steward Financial Group position in Q3 2023.
  • Global X Cybersecurity ETF made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #801 holding.
  • Steward Financial Group first reported a position in Global X Cybersecurity ETF in Q1 2023 and has held it in 2 quarters since.
  • 150 funds tracked by Wall St. Rank held Global X Cybersecurity ETF as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.