AWM
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Accurate Wealth Management’s Global X Social Media ETF SOCL Stock Holding History

Accurate Wealth Management’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
2023
Q1 		– Sell
-515
Closed -$17.7K – 1241
2022
Q4 		$17.7K Buy
+515
New +$14.6K 0.01% 719

Other funds holding SOCL

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Accurate Wealth Management's SOCL Position: Q1 2023 in Review

Accurate Wealth Management sold out of Global X Social Media ETF (SOCL) in Q1 2023, closing a stake of 515 shares — an estimated $17.7K sold.

Accurate Wealth Management first reported a position in SOCL in Q4 2022 and held it in 1 quarter. The position peaked at $17.7K in Q4 2022. 54 funds tracked by Wall St. Rank hold SOCL as of Q1 2023.

  • Accurate Wealth Management reported no remaining Global X Social Media ETF position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 515 Global X Social Media ETF shares in Q1 2023, an estimated $17.7K.
  • Accurate Wealth Management first reported a position in Global X Social Media ETF in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Global X Social Media ETF position peaked at $17.7K in Q4 2022.
  • 54 funds tracked by Wall St. Rank held Global X Social Media ETF as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.