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

AE 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
2025
Q2 		– Sell
-2
Closed -$88 – 2256
2025
Q1 		$88 Buy
+2
New +$92 ﹤0.01% 2135
2023
Q2 		– Sell
-5,995
Closed -$222K – 2035
2023
Q1 		$222K Buy
+5,995
New +$213K ﹤0.01% 1690

Other funds holding SOCL

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

AE Wealth Management's SOCL Position: Q2 2025 in Review

AE Wealth Management sold out of Global X Social Media ETF (SOCL) in Q2 2025, closing a stake of 2 shares — an estimated $88 sold.

AE Wealth Management first reported a position in SOCL in Q1 2023 and held it in 2 quarters. The position peaked at $222K in Q1 2023. 48 funds tracked by Wall St. Rank hold SOCL as of Q2 2025.

  • AE Wealth Management reported no remaining Global X Social Media ETF position as of Q2 2025 after selling out during the quarter.
  • AE Wealth Management sold 2 Global X Social Media ETF shares in Q2 2025, an estimated $88.
  • AE Wealth Management first reported a position in Global X Social Media ETF in Q1 2023 and held it in 2 quarters.
  • AE Wealth Management's Global X Social Media ETF position peaked at $222K in Q1 2023.
  • 48 funds tracked by Wall St. Rank held Global X Social Media ETF as of Q2 2025.

Based on AE Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.