Winch Advisory Services’s Global X Cybersecurity ETF BUG Stock Holding History

Winch Advisory Services’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
2026 Q2	$22K	Hold	576	–	–	﹤0.01%	252
2026 Q1	$14.5K	Hold	576	–	–	﹤0.01%	282
2025 Q4	$17.5K	Hold	576	–	–	﹤0.01%	252
2025 Q3	$20.3K	Hold	576	–	–	﹤0.01%	240
2025 Q2	$21.4K	Hold	576	–	–	0.01%	232
2025 Q1	$18.6K	Buy	576 +1	+0.2%	+$34	﹤0.01%	231
2024 Q4	$18.5K	Sell	575 -66	-10%	-$2.14K	﹤0.01%	235
2024 Q3	$19.8K	Hold	641	–	–	0.01%	219
2024 Q2	$19K	Hold	641	–	–	0.01%	215
2024 Q1	$19.1K	Sell	641 -141	-18%	-$4.23K	0.01%	215
2023 Q4	$22.9K	Hold	782	–	–	0.01%	194
2023 Q3	$19K	Hold	782	–	–	0.01%	198
2023 Q2	$19K	Hold	782	–	–	0.01%	197
2023 Q1	$18K	Buy	782 +12	+2%	+$266	0.01%	200
2022 Q4	$16K	Hold	770	–	–	0.01%	201
2022 Q3	$19K	Hold	770	–	–	0.01%	173
2022 Q2	$19K	Hold	770	–	–	0.01%	178
2022 Q1	$24K	Buy	770 +5	+0.7%	+$147	0.01%	188
2021 Q4	$24K	Hold	765	–	–	0.01%	187
2021 Q3	$23K	Hold	765	–	–	0.01%	193
2021 Q2	$22K	Buy	+765	New	+$20.8K	0.01%	186

Other funds holding BUG

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

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

DAS

Diversify Advisory Services Sandy, Utah $5.98B AUM 28.55% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Hamilton Capital Columbus, Ohio $2.02B AUM

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Winch Advisory Services's BUG Position: Q2 2026 in Review

Winch Advisory Services held its Global X Cybersecurity ETF (BUG) position steady in Q2 2026 at 576 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #252.

Winch Advisory Services first reported a position in BUG in Q2 2021 and has held it in 21 quarters since. The position peaked at $24K in Q1 2022. 219 funds tracked by Wall St. Rank hold BUG as of Q2 2026.

Winch Advisory Services held 576 shares of Global X Cybersecurity ETF worth $22K as of Q2 2026.
Winch Advisory Services left its Global X Cybersecurity ETF share count unchanged in Q2 2026.
Global X Cybersecurity ETF made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #252 holding.
Winch Advisory Services first reported a position in Global X Cybersecurity ETF in Q2 2021 and has held it in 21 quarters since.
Winch Advisory Services's Global X Cybersecurity ETF position peaked at $24K in Q1 2022.
219 funds tracked by Wall St. Rank held Global X Cybersecurity ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.