TWM
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Tradition Wealth Management’s Global X Cybersecurity ETF BUG Stock Holding History

Tradition Wealth Management’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
2024
Q1 		– Sell
-605
Closed -$18K – 490
2023
Q4 		$18K Hold
605
– – ﹤0.01% 861
2023
Q3 		$15K Sell
605
-100
-14% -$2.43K ﹤0.01% 917
2023
Q2 		$17K Hold
705
– – ﹤0.01% 910
2023
Q1 		$17K Sell
705
-995
-59% -$22.1K ﹤0.01% 865
2022
Q4 		$35K Sell
1,700
-500
-23% -$11.5K ﹤0.01% 622
2022
Q3 		$53K Sell
2,200
-500
-19% -$13.2K 0.01% 494
2022
Q2 		$68K Hold
2,700
– – 0.01% 412
2022
Q1 		$85K Buy
2,700
+1,300
+93% +$38.3K 0.01% 419
2021
Q4 		$44K Buy
1,400
+1,300
+1,300% +$41.9K 0.01% 557
2021
Q3 		$3K Hold
100
– – ﹤0.01% 1112
2021
Q2 		$3K Buy
+100
New +$2.72K ﹤0.01% 1128

Other funds holding BUG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
TCMP
Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania $456M AUM 13.52% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
ZIMP
Zimmermann Investment Management & Planning New Cumberland, Pennsylvania $2.27M AUM 29.81% 1-Year Est. Return