Allworth Financial’s Global X Social Media ETF SOCL Stock Holding History

Allworth Financial’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 Q1	$15.2K	Hold	350	–	–	﹤0.01%	3188
2025 Q4	$19.3K	Hold	350	–	–	﹤0.01%	2852
2025 Q3	$21.3K	Hold	350	–	–	﹤0.01%	2667
2025 Q2	$18.7K	Hold	350	–	–	﹤0.01%	2560
2025 Q1	$15.2K	Hold	350	–	–	﹤0.01%	2230
2024 Q4	$15.2K	Hold	350	–	–	﹤0.01%	2259
2024 Q3	$15.2K	Hold	350	–	–	﹤0.01%	2076
2024 Q2	$14.6K	Hold	350	–	–	﹤0.01%	2064
2024 Q1	$14.1K	Hold	350	–	–	﹤0.01%	1959
2023 Q4	$14.1K	Hold	350	–	–	﹤0.01%	1838
2023 Q3	$12.5K	Hold	350	–	–	﹤0.01%	1759
2023 Q2	$12.8K	Hold	350	–	–	﹤0.01%	1782
2023 Q1	$12.9K	Hold	350	–	–	﹤0.01%	1703
2022 Q4	$10.8K	Hold	350	–	–	﹤0.01%	1663
2022 Q3	$10K	Hold	350	–	–	﹤0.01%	1676
2022 Q2	$12K	Hold	350	–	–	﹤0.01%	1506
2022 Q1	$15K	Hold	350	–	–	﹤0.01%	1367
2021 Q4	$19K	Hold	350	–	–	﹤0.01%	1145
2021 Q3	$21K	Buy	+350	New	+$23K	﹤0.01%	1010

Other funds holding SOCL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AWMT

AAFMAA Wealth Management & Trust Fayetteville, North Carolina $286M AUM 19.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

JPLA

Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return

Allworth Financial's SOCL Position: Q1 2026 in Review

Allworth Financial held its Global X Social Media ETF (SOCL) position steady in Q1 2026 at 350 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3188.

Allworth Financial first reported a position in SOCL in Q3 2021 and has held it in 19 quarters since. The position peaked at $21.3K in Q3 2025. 51 funds tracked by Wall St. Rank hold SOCL as of Q1 2026.

Allworth Financial held 350 shares of Global X Social Media ETF worth $15.2K as of Q1 2026.
Allworth Financial left its Global X Social Media ETF share count unchanged in Q1 2026.
Global X Social Media ETF made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #3188 holding.
Allworth Financial first reported a position in Global X Social Media ETF in Q3 2021 and has held it in 19 quarters since.
Allworth Financial's Global X Social Media ETF position peaked at $21.3K in Q3 2025.
51 funds tracked by Wall St. Rank held Global X Social Media ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.