BUG β€” GLOBAL X FDS

Ownership history in MinichMacGregor Wealth Management, LLC  Β·  1 quarter on record

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

πŸ” Peak position
0.13% (2025 Q3)
πŸ“Š Avg. % of fund
0.13%
πŸ“… First filed
2025 Q3
πŸ“… Last filed
2025 Q3
⏱ Quarters held
1
% of Fund (quarterly)    BUG price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 18,547 β€” β€” 0.13% $653K $35.18

🏒 Other funds also holding BUG

As of 2025 Q4 β€” 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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