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Apella Capital’s Global X Social Media ETF SOCL Stock Holding History

Apella Capital’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
2021
Q3 		– Sell
-8,565
Closed -$620K – 213
2021
Q2 		$620K Buy
+8,565
New +$583K 0.1% 124

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LFGH
Lee Financial Group Hawaii Honolulu, Hawaii $128M AUM 17.61% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Apella Capital's SOCL Position: Q3 2021 in Review

Apella Capital sold out of Global X Social Media ETF (SOCL) in Q3 2021, closing a stake of 8,565 shares — an estimated $620K sold.

Apella Capital first reported a position in SOCL in Q2 2021 and held it in 1 quarter. The position peaked at $620K in Q2 2021. 80 funds tracked by Wall St. Rank hold SOCL as of Q3 2021.

  • Apella Capital reported no remaining Global X Social Media ETF position as of Q3 2021 after selling out during the quarter.
  • Apella Capital sold 8,565 Global X Social Media ETF shares in Q3 2021, an estimated $620K.
  • Apella Capital first reported a position in Global X Social Media ETF in Q2 2021 and held it in 1 quarter.
  • Apella Capital's Global X Social Media ETF position peaked at $620K in Q2 2021.
  • 80 funds tracked by Wall St. Rank held Global X Social Media ETF as of Q3 2021.

Based on Apella Capital's 13F filing for Q3 2021, filed 12 Oct 2021.