BUG — GLOBAL X FDS

Ownership history in SMITH, MOORE & CO.  ·  2 quarters on record

This page tracks every 13F SEC filing in which SMITH, MOORE & CO. 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
0.03% (2025 Q3)
Avg. % of fund
0.03%
First filed
2025 Q2
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 12,573 +6,852 +119.8% 0.03% $442K $35.18
2025 Q2 INITIATED 5,721 — — 0.02% $212K $37.09
% 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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