BUG — GLOBAL X FDS

Ownership history in Phoenix Wealth Advisors  ·  11 quarters on record

This page tracks every 13F SEC filing in which Phoenix Wealth Advisors 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 — sourced directly from SEC EDGAR 13F filings.

Peak position
0.48% (2025 Q2)
Avg. % of fund
0.37%
First filed
2023 Q2
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 31,050 -25 -0.1% 0.36% $946K $30.46
2025 Q3 ADDED 31,075 +172 +0.6% 0.42% $1.1M $35.18
2025 Q2 REDUCED 30,903 -303 -1.0% 0.48% $1.1M $37.09
2025 Q1 ADDED 31,206 +6,135 +24.5% 0.44% $1.0M $32.33
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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% Joseph P. Lucia & Associates, LLC 3Y 0.32% Alaska Wealth Advisors, LLC 3Y 7Y 0.28% OARSMAN CAPITAL, INC. 3Y 7Y 0.27%
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