SFC
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Strategic Financial Concepts’s Global X Cybersecurity ETF BUG Stock Holding History

Strategic Financial Concepts’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
-12,039
Closed -$292K – 158
2023
Q3 		$292K Sell
12,039
-2,966
-20% -$72K 0.1% 189
2023
Q2 		$364K Buy
+15,005
New +$347K 0.13% 151

Other funds holding BUG

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
PNC Financial Services Group
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mirae Asset Global Investments
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Strategic Financial Concepts's BUG Position: Q4 2023 in Review

Strategic Financial Concepts sold out of Global X Cybersecurity ETF (BUG) in Q4 2023, closing a stake of 12,039 shares — an estimated $292K sold.

Strategic Financial Concepts first reported a position in BUG in Q2 2023 and held it in 2 quarters. The position peaked at $364K in Q2 2023. 161 funds tracked by Wall St. Rank hold BUG as of Q4 2023.

  • Strategic Financial Concepts reported no remaining Global X Cybersecurity ETF position as of Q4 2023 after selling out during the quarter.
  • Strategic Financial Concepts sold 12,039 Global X Cybersecurity ETF shares in Q4 2023, an estimated $292K.
  • Strategic Financial Concepts first reported a position in Global X Cybersecurity ETF in Q2 2023 and held it in 2 quarters.
  • Strategic Financial Concepts's Global X Cybersecurity ETF position peaked at $364K in Q2 2023.
  • 161 funds tracked by Wall St. Rank held Global X Cybersecurity ETF as of Q4 2023.

Based on Strategic Financial Concepts's 13F filing for Q4 2023, filed 18 Jan 2024.