BUG — GLOBAL X CYBERSECURITY ETF

Ownership history in Avior Wealth Management, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Avior Wealth Management, LLC reported a position in GLOBAL X CYBERSECURITY ETF (BUG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.04% (2024 Q1)
Avg. % of fund
0.02%
First filed
2024 Q1
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 9,657 +3,445 +55.5% 0.01% $340K $35.18
2024 Q4 REDUCED 6,212 -3,541 -36.3% 0.01% $199K $32.08
2024 Q3 REDUCED 9,753 -14,392 -59.6% 0.01% $302K $30.91
2024 Q2 REDUCED 24,145 -2,697 -10.0% 0.03% $714K $29.54
2024 Q1 INITIATED 26,842 — — 0.04% $799K —
% of Fund (quarterly)    BUG price (monthly, adj. close)

Other funds also holding BUG

As of 2025 Q4 — sorted by position size

Moss Adams Wealth Advisors LLC 3.5% Farrow Financial, Inc. 1.32% Pinnacle Wealth Management Group, Inc. 3Y 1.2% Biltmore Family Office, LLC 3Y 7Y 0.84% Aspire Capital Advisors LLC 3Y 0.64% Spectrum Strategic Capital Management, LLC 0.51% NCM Capital Management, LLC 3Y 0.44% Phoenix Wealth Advisors 3Y 0.36% Joseph P. Lucia & Associates, LLC 3Y 0.32% Alaska Wealth Advisors, LLC 3Y 7Y 0.28%
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