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WR Wealth Planners’s Global X Cybersecurity ETF BUG Stock Holding History

WR Wealth Planners’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
Q4 		– Sell
-10
Closed -$310 – 1119
2024
Q3 		$310 Hold
10
– – ﹤0.01% 1087
2024
Q2 		$296 Hold
10
– – ﹤0.01% 1085
2024
Q1 		$298 Buy
+10
New +$300 ﹤0.01% 1113

Other funds holding BUG

MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

WR Wealth Planners's BUG Position: Q4 2024 in Review

WR Wealth Planners sold out of Global X Cybersecurity ETF (BUG) in Q4 2024, closing a stake of 10 shares — an estimated $310 sold.

WR Wealth Planners first reported a position in BUG in Q1 2024 and held it in 3 quarters. The position peaked at $310 in Q3 2024. 174 funds tracked by Wall St. Rank hold BUG as of Q4 2024.

  • WR Wealth Planners reported no remaining Global X Cybersecurity ETF position as of Q4 2024 after selling out during the quarter.
  • WR Wealth Planners sold 10 Global X Cybersecurity ETF shares in Q4 2024, an estimated $310.
  • WR Wealth Planners first reported a position in Global X Cybersecurity ETF in Q1 2024 and held it in 3 quarters.
  • WR Wealth Planners's Global X Cybersecurity ETF position peaked at $310 in Q3 2024.
  • 174 funds tracked by Wall St. Rank held Global X Cybersecurity ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.