Zimmermann Investment Management & Planning’s Global X Cybersecurity ETF BUG Stock Holding History

Zimmermann Investment Management & Planning’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	-208,689	Closed	-$6.46M	–	23
2024 Q3	$6.46M	Sell	208,689 -15,550	-7%	-$463K	1.98%	14
2024 Q2	$6.63M	Buy	224,239 +12,940	+6%	+$371K	2.22%	11
2024 Q1	$6.29M	Buy	211,299 +29,409	+16%	+$882K	2.26%	10
2023 Q4	$5.33M	Buy	181,890 +13,254	+8%	+$342K	2.18%	15
2023 Q3	$4.1M	Buy	168,636 +76,576	+83%	+$1.86M	1.96%	17
2023 Q2	$2.23M	Sell	92,060 -10,330	-10%	-$239K	1.04%	33
2023 Q1	$2.4M	Sell	102,390 -84,218	-45%	-$1.87M	1.25%	28
2022 Q4	$3.87M	Buy	186,608 +13,203	+8%	+$304K	2.23%	17
2022 Q3	$4.17M	Buy	173,405 +25,371	+17%	+$670K	2.6%	15
2022 Q2	$3.7M	Buy	148,034 +5,226	+4%	+$144K	2.54%	11
2022 Q1	$4.49M	Buy	142,808 +7,566	+6%	+$223K	2.66%	11
2021 Q4	$4.3M	Buy	+135,242	New	+$4.36M	2.41%	16

Other funds holding BUG

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.37B AUM 19.97% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Zimmermann Investment Management & Planning's BUG Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of Global X Cybersecurity ETF (BUG) in Q4 2024, closing a stake of 208,689 shares — an estimated $6.46M sold.

Zimmermann Investment Management & Planning first reported a position in BUG in Q4 2021 and held it in 12 quarters. The position peaked at $6.63M in Q2 2024. 174 funds tracked by Wall St. Rank hold BUG as of Q4 2024.

Zimmermann Investment Management & Planning reported no remaining Global X Cybersecurity ETF position as of Q4 2024 after selling out during the quarter.
Zimmermann Investment Management & Planning sold 208,689 Global X Cybersecurity ETF shares in Q4 2024, an estimated $6.46M.
Zimmermann Investment Management & Planning first reported a position in Global X Cybersecurity ETF in Q4 2021 and held it in 12 quarters.
Zimmermann Investment Management & Planning's Global X Cybersecurity ETF position peaked at $6.63M in Q2 2024.
174 funds tracked by Wall St. Rank held Global X Cybersecurity ETF as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.