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Summit Financial’s Global X Cybersecurity ETF BUG Stock Holding History

Summit 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
2026
Q2 		$805K Sell
21,070
-100,487
-83% -$3.1M 0.01% 914
2026
Q1 		$3.05M Buy
121,557
+7,729
+7% +$212K 0.04% 451
2025
Q4 		$3.47M Sell
113,828
-4,568
-4% -$151K 0.05% 342
2025
Q3 		$4.17M Buy
+118,396
New +$4.1M 0.06% 299

Other funds holding BUG

CI
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
DAS
Diversify Advisory Services Sandy, Utah $5.98B AUM 28.55% 1-Year Est. Return
DWM
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 $2.02B AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Summit Financial's BUG Position: Q2 2026 in Review

Summit Financial reduced its Global X Cybersecurity ETF (BUG) stake by 83% in Q2 2026, selling an estimated $3.1M and leaving 21,070 shares worth $805K. The position accounts for 0.01% of the portfolio, ranked #914.

Summit Financial first reported a position in BUG in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.17M in Q3 2025. 219 funds tracked by Wall St. Rank hold BUG as of Q2 2026.

  • Summit Financial held 21,070 shares of Global X Cybersecurity ETF worth $805K as of Q2 2026.
  • Summit Financial sold 100,487 Global X Cybersecurity ETF shares in Q2 2026, an estimated $3.1M.
  • Global X Cybersecurity ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #914 holding.
  • Summit Financial first reported a position in Global X Cybersecurity ETF in Q3 2025 and has held it in 4 quarters since.
  • Summit Financial's Global X Cybersecurity ETF position peaked at $4.17M in Q3 2025.
  • 219 funds tracked by Wall St. Rank held Global X Cybersecurity ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.