Rothwell Investment Advisors, LLC’s Global X Social Media ETF SOCL Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio SOCL Stock Details SOCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$44	Buy	+1	New	+$45	﹤0.01%	1122

Other funds holding SOCL

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JPLA

Joseph P. Lucia & Associates Yorktown Heights, New York $346M AUM 20.07% 1-Year Est. Return

Manchester Capital Management Manchester, Vermont $736M AUM 20.83% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return

Rothwell Investment Advisors, LLC's SOCL Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Global X Social Media ETF (SOCL) in Q3 2026: 1 share worth $44. The stake represents ﹤0.01% of the portfolio and ranks #1122 among its holdings.

20 funds tracked by Wall St. Rank hold SOCL as of Q3 2026.

Rothwell Investment Advisors, LLC held 1 share of Global X Social Media ETF worth $44 as of Q3 2026.
Global X Social Media ETF was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Global X Social Media ETF made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #1122 holding.
20 funds tracked by Wall St. Rank held Global X Social Media ETF as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.