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

Whalen 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
2025
Q2 		– Sell
-69,557
Closed -$2.25M – 203
2025
Q1 		$2.25M Buy
+69,557
New +$2.35M 1.5% 18

Other funds holding BUG

CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
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
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

Whalen Wealth Management's BUG Position: Q2 2025 in Review

Whalen Wealth Management sold out of Global X Cybersecurity ETF (BUG) in Q2 2025, closing a stake of 69,557 shares — an estimated $2.25M sold.

Whalen Wealth Management first reported a position in BUG in Q1 2025 and held it in 1 quarter. The position peaked at $2.25M in Q1 2025. 208 funds tracked by Wall St. Rank hold BUG as of Q2 2025.

  • Whalen Wealth Management reported no remaining Global X Cybersecurity ETF position as of Q2 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 69,557 Global X Cybersecurity ETF shares in Q2 2025, an estimated $2.25M.
  • Whalen Wealth Management first reported a position in Global X Cybersecurity ETF in Q1 2025 and held it in 1 quarter.
  • Whalen Wealth Management's Global X Cybersecurity ETF position peaked at $2.25M in Q1 2025.
  • 208 funds tracked by Wall St. Rank held Global X Cybersecurity ETF as of Q2 2025.

Based on Whalen Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.