Arkadios Wealth Advisors’s Global X Social Media ETF SOCL Stock Holding History

Arkadios Wealth Advisors’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 Q4	–	Sell	-125	Closed	-$7K	–	1599
2021 Q3	$7K	Hold	125	–	–	﹤0.01%	1533
2021 Q2	$9K	Hold	125	–	–	﹤0.01%	1575
2021 Q1	$8K	Buy	+125	New	+$8.64K	﹤0.01%	1257

Other funds holding SOCL

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

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Arkadios Wealth Advisors's SOCL Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Global X Social Media ETF (SOCL) in Q4 2021, closing a stake of 125 shares — an estimated $7K sold.

Arkadios Wealth Advisors first reported a position in SOCL in Q1 2021 and held it in 3 quarters. The position peaked at $9K in Q2 2021. 79 funds tracked by Wall St. Rank hold SOCL as of Q4 2021.

Arkadios Wealth Advisors reported no remaining Global X Social Media ETF position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 125 Global X Social Media ETF shares in Q4 2021, an estimated $7K.
Arkadios Wealth Advisors first reported a position in Global X Social Media ETF in Q1 2021 and held it in 3 quarters.
Arkadios Wealth Advisors's Global X Social Media ETF position peaked at $9K in Q2 2021.
79 funds tracked by Wall St. Rank held Global X Social Media ETF as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.