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Global X Fds cybrscurty etf shares owned by Cassady Wealth & Retirement Planning

Quarter-by-quarter ownership of Global X Fds cybrscurty etf (BUG) shares owned by Cassady Wealth & Retirement Planning from 13F filings

Historical chart of Cassady Wealth & Retirement Planning investment in Global X Fds cybrscurty etf

Tip: Access up to 7 years of quarterly data

All positions including Global X Fds cybrscurty etf held by Cassady Wealth & Retirement Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Global X Fds cybrscurty etf by Cassady Wealth & Retirement Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.4M 47k 30.46

More positions owned by Cassady Wealth & Retirement Planning

Ishares Tr 0-3 Mnth Treasry (SGOV)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Capital Group Core Balanced SHS (CGBL)
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)

View all positions for Cassady Wealth & Retirement Planning

Top funds holding Global X Fds cybrscurty etf

Clal Insurance Enterprises Holdings
Moss Adams Wealth Advisors
LPL Financial
Raymond James Financial
Cetera Investment Advisers
Mirae Asset Global Investments
Kestra Advisory Services
Biltmore Family Office
Jane Street
Northwestern Mutual Wealth Management Company
Level Four Advisory Services
HighTower Advisors
D. E. Shaw & Co
Envestnet Asset Management
Advisor Group Holdings

View all funds holding Global X Fds cybrscurty etf