Carson Wealth (CWM LLC)’s Global X Social Media ETF SOCL Stock Holding History

Carson Wealth (CWM LLC)’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	Buy	350 +50	+17%	+$2.55K	﹤0.01%	4580
2025 Q4	$17K	Hold	300	–	–	﹤0.01%	4273
2025 Q3	$18K	Hold	300	–	–	﹤0.01%	4194
2025 Q2	$16K	Hold	300	–	–	﹤0.01%	4054
2025 Q1	$13K	Hold	300	–	–	﹤0.01%	3972
2024 Q4	$13K	Hold	300	–	–	﹤0.01%	3730
2024 Q3	$13K	Hold	300	–	–	﹤0.01%	3644
2024 Q2	$13K	Hold	300	–	–	﹤0.01%	3401
2024 Q1	$12K	Hold	300	–	–	﹤0.01%	3246
2023 Q4	$12K	Hold	300	–	–	﹤0.01%	3100
2023 Q3	$11K	Hold	300	–	–	﹤0.01%	3095
2023 Q2	$11K	Hold	300	–	–	﹤0.01%	3034
2023 Q1	$11K	Buy	+300	New	+$10.7K	﹤0.01%	2906

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 $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $120B AUM 27.84% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JPLA

Joseph P. Lucia & Associates Yorktown Heights, New York $333M AUM 26.31% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SOCL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Global X Social Media ETF (SOCL) stake by 17% in Q1 2026, buying an estimated $2.55K and bringing the position to 350 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4580.

Carson Wealth (CWM LLC) first reported a position in SOCL in Q1 2023 and has held it in 13 quarters since. The position peaked at $18K in Q3 2025. 51 funds tracked by Wall St. Rank hold SOCL as of Q1 2026.

Carson Wealth (CWM LLC) held 350 shares of Global X Social Media ETF worth $15.2K as of Q1 2026.
Carson Wealth (CWM LLC) bought 50 Global X Social Media ETF shares in Q1 2026, an estimated $2.55K.
Global X Social Media ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4580 holding.
Carson Wealth (CWM LLC) first reported a position in Global X Social Media ETF in Q1 2023 and has held it in 13 quarters since.
Carson Wealth (CWM LLC)'s Global X Social Media ETF position peaked at $18K in Q3 2025.
51 funds tracked by Wall St. Rank held Global X Social Media ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.