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West Branch Capital’s Global X Cybersecurity ETF BUG Stock Holding History

West Branch 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
2025
Q2 		– Sell
-5,000
Closed -$162K – 480
2025
Q1 		$162K Buy
+5,000
New +$169K 0.05% 94

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MAWA
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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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

West Branch Capital's BUG Position: Q2 2025 in Review

West Branch Capital sold out of Global X Cybersecurity ETF (BUG) in Q2 2025, closing a stake of 5,000 shares — an estimated $162K sold.

West Branch Capital first reported a position in BUG in Q1 2025 and held it in 1 quarter. The position peaked at $162K in Q1 2025. 208 funds tracked by Wall St. Rank hold BUG as of Q2 2025.

  • West Branch Capital reported no remaining Global X Cybersecurity ETF position as of Q2 2025 after selling out during the quarter.
  • West Branch Capital sold 5,000 Global X Cybersecurity ETF shares in Q2 2025, an estimated $162K.
  • West Branch Capital first reported a position in Global X Cybersecurity ETF in Q1 2025 and held it in 1 quarter.
  • West Branch Capital's Global X Cybersecurity ETF position peaked at $162K in Q1 2025.
  • 208 funds tracked by Wall St. Rank held Global X Cybersecurity ETF as of Q2 2025.

Based on West Branch Capital's 13F filing for Q2 2025, filed 16 Jul 2025.