Steward Partners Investment Advisory
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Steward Partners Investment Advisory’s Global X Cybersecurity ETF BUG Stock Holding History

Steward Partners Investment Advisory’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
2026
Q2 		$38.8K Sell
1,016
-1,135
-53% -$35K ﹤0.01% 3096
2026
Q1 		$54K Sell
2,151
-3,212
-60% -$88.2K ﹤0.01% 2740
2025
Q4 		$163K Buy
5,363
+259
+5% +$8.56K ﹤0.01% 2016
2025
Q3 		$180K Buy
5,104
+80
+2% +$2.77K ﹤0.01% 1924
2025
Q2 		$186K Buy
5,024
+1,279
+34% +$43.8K ﹤0.01% 1797
2025
Q1 		$121K Buy
3,745
+62
+2% +$2.09K ﹤0.01% 1910
2024
Q4 		$118K Sell
3,683
-625
-15% -$20.3K ﹤0.01% 1900
2024
Q3 		$133K Hold
4,308
– – ﹤0.01% 1729
2024
Q2 		$127K Buy
4,308
+319
+8% +$9.14K ﹤0.01% 1659
2024
Q1 		$119K Sell
3,989
-482
-11% -$14.5K ﹤0.01% 1678
2023
Q4 		$131K Sell
4,471
-677
-13% -$17.5K ﹤0.01% 1562
2023
Q3 		$125K Sell
5,148
-596
-10% -$14.5K ﹤0.01% 1474
2023
Q2 		$139K Sell
5,744
-1,120
-16% -$25.9K ﹤0.01% 1429
2023
Q1 		$161K Sell
6,864
-191
-3% -$4.24K ﹤0.01% 1380
2022
Q4 		$146K Buy
7,055
+312
+5% +$7.19K ﹤0.01% 1387
2022
Q3 		$162K Buy
6,743
+368
+6% +$9.71K ﹤0.01% 1288
2022
Q2 		$159K Sell
6,375
-4,456
-41% -$123K ﹤0.01% 1296
2022
Q1 		$340K Buy
10,831
+10,299
+1,936% +$303K 0.01% 1072
2021
Q4 		$17K Hold
532
– – ﹤0.01% 2381
2021
Q3 		$16K Buy
+532
New +$16.3K ﹤0.01% 2409
2021
Q1 		– Sell
-2,000
Closed -$56K – 3420
2020
Q4 		$56K Buy
+2,000
New +$46.8K ﹤0.01% 1611

Other funds holding BUG

Clal Insurance
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $5.98B AUM 28.55% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Steward Partners Investment Advisory's BUG Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Global X Cybersecurity ETF (BUG) stake by 53% in Q2 2026, selling an estimated $35K and leaving 1,016 shares worth $38.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3096.

Steward Partners Investment Advisory first reported a position in BUG in Q4 2020 and has held it in 21 quarters since. The position peaked at $340K in Q1 2022. 219 funds tracked by Wall St. Rank hold BUG as of Q2 2026.

  • Steward Partners Investment Advisory held 1,016 shares of Global X Cybersecurity ETF worth $38.8K as of Q2 2026.
  • Steward Partners Investment Advisory sold 1,135 Global X Cybersecurity ETF shares in Q2 2026, an estimated $35K.
  • Global X Cybersecurity ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3096 holding.
  • Steward Partners Investment Advisory first reported a position in Global X Cybersecurity ETF in Q4 2020 and has held it in 21 quarters since.
  • Steward Partners Investment Advisory's Global X Cybersecurity ETF position peaked at $340K in Q1 2022.
  • 219 funds tracked by Wall St. Rank held Global X Cybersecurity ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.