BUG — GLOBAL X CYBERSECURITY ETF

Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV  ·  15 quarters on record

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported GLOBAL X CYBERSECURITY ETF (BUG) in 15 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.03% in 2024 Q3. The latest visible filing shows BUG at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BUG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CREATIVE FINANCIAL DESIGNS INC /ADV's position in GLOBAL X CYBERSECURITY ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BUG was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BUG stock page CREATIVE FINANCIAL DESIGNS INC /ADV fund profile CREATIVE FINANCIAL DESIGNS INC /ADV full holdings
How CREATIVE FINANCIAL DESIGNS INC /ADV held BUG — position size vs. price
% of Fund (quarterly)    BUG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 1,339 — 0% 0.00% $34K 2026-04-13 $24.43
2025 Q4 REDUCED 1,339 -176 -11.6% 0.00% $41K 2026-02-06 $26.94
2025 Q3 REDUCED 1,515 -3,219 -68.0% 0.00% $53K 2025-11-14 (Est.) $32.63
2025 Q2 REDUCED 4,734 -1,510 -24.2% 0.01% $176K 2025-08-04 $34.40
2025 Q1 REDUCED 6,244 -1,144 -15.5% 0.02% $202K 2025-04-23 $32.03
2024 Q4 REDUCED 7,388 -5,840 -44.1% 0.02% $237K 2025-02-10 $35.42
2024 Q3 ADDED 13,228 +133 +1.0% 0.03% $409K 2024-10-28 $31.18
2024 Q2 ADDED 13,095 +1,680 +14.7% 0.03% $387K 2024-08-06 $27.52
2024 Q1 REDUCED 11,415 -53 -0.5% 0.03% $340K 2024-05-01 $28.29
2023 Q4 REDUCED 11,468 -668 -5.5% 0.03% $336K 2024-01-10 $29.26
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BUG

As of 2026 Q1 — sorted by position size

Cassady Wealth & Retirement Planning, LLC 0.94% Waycross Investment Management Co 3Y 0.84% Cox Capital Mgt LLC 3Y 7Y 0.32% Sterling Investment Counsel, LLC 3Y 0.19% OMNI 360 Wealth, Inc. 0.17% Accel Wealth Management 3Y 0.15% Nautilus Advisors LLC 0.15% BOS Asset Management, LLC 3Y 0.08% Ayalon Insurance Comp Ltd. 3Y 7Y 0.05% Archford Capital Strategies, LLC 3Y 7Y 0.03%

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and BUG

These are the practical questions this page is built to answer before you even open the full history table.

How long has CREATIVE FINANCIAL DESIGNS INC /ADV reported owning BUG?

CREATIVE FINANCIAL DESIGNS INC /ADV reported BUG across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BUG position in CREATIVE FINANCIAL DESIGNS INC /ADV's portfolio?

The largest reported portfolio weight for BUG was 0.03% in 2024 Q3.

What is the latest reported BUG position on this page?

The most recent filing on this page is 2026 Q1, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 1,339 shares, equal to 0.00% of portfolio, with an estimated market value of $34K.

What does the chart on this BUG ownership page compare?

The chart compares CREATIVE FINANCIAL DESIGNS INC /ADV's quarterly BUG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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