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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

TCMP

Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania $530M AUM 22.41% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

Tradition Wealth Management's BUG Position: Q1 2024 in Review

Tradition Wealth Management sold out of Global X Cybersecurity ETF (BUG) in Q1 2024, closing a stake of 605 shares — an estimated $18K sold.

Tradition Wealth Management first reported a position in BUG in Q2 2021 and held it in 11 quarters. The position peaked at $85K in Q1 2022. 172 funds tracked by Wall St. Rank hold BUG as of Q1 2024.

Tradition Wealth Management reported no remaining Global X Cybersecurity ETF position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 605 Global X Cybersecurity ETF shares in Q1 2024, an estimated $18K.
Tradition Wealth Management first reported a position in Global X Cybersecurity ETF in Q2 2021 and held it in 11 quarters.
Tradition Wealth Management's Global X Cybersecurity ETF position peaked at $85K in Q1 2022.
172 funds tracked by Wall St. Rank held Global X Cybersecurity ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.