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Wedmont Private Capital’s Global X Cybersecurity ETF BUG Stock Holding History

Wedmont Private Capital’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
Q3 		– Sell
-6,713
Closed -$201K – 673
2024
Q2 		$201K Buy
+6,713
New +$192K 0.01% 611
2022
Q2 		– Sell
-6,660
Closed -$214K – 343
2022
Q1 		$214K Buy
+6,660
New +$196K 0.05% 301

Other funds holding BUG

MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.37B AUM 19.97% 1-Year Est. Return
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
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
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Wedmont Private Capital's BUG Position: Q3 2024 in Review

Wedmont Private Capital sold out of Global X Cybersecurity ETF (BUG) in Q3 2024, closing a stake of 6,713 shares — an estimated $201K sold.

Wedmont Private Capital first reported a position in BUG in Q1 2022 and held it in 2 quarters. The position peaked at $214K in Q1 2022. 162 funds tracked by Wall St. Rank hold BUG as of Q3 2024.

  • Wedmont Private Capital reported no remaining Global X Cybersecurity ETF position as of Q3 2024 after selling out during the quarter.
  • Wedmont Private Capital sold 6,713 Global X Cybersecurity ETF shares in Q3 2024, an estimated $201K.
  • Wedmont Private Capital first reported a position in Global X Cybersecurity ETF in Q1 2022 and held it in 2 quarters.
  • Wedmont Private Capital's Global X Cybersecurity ETF position peaked at $214K in Q1 2022.
  • 162 funds tracked by Wall St. Rank held Global X Cybersecurity ETF as of Q3 2024.

Based on Wedmont Private Capital's 13F filing for Q3 2024, filed 8 Oct 2024.