Creative Planning’s Global X Social Media ETF SOCL Stock Holding History

Creative Planning’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
2022 Q1	–	Sell	-7,078	Closed	-$381K	–	2435
2021 Q4	$381K	Buy	+7,078	New	+$418K	﹤0.01%	1474
2021 Q2	–	Sell	-7,088	Closed	-$473K	–	2525
2021 Q1	$473K	Buy	+7,088	New	+$490K	﹤0.01%	1479
2018 Q2	–	Sell	-12,440	Closed	-$431K	–	2163
2018 Q1	$431K	Buy	+12,440	New	+$449K	﹤0.01%	1156
2017 Q2	–	Sell	-10	Closed	–	–	4812
2017 Q1	$0	Hold	10	–	–	﹤0.01%	4884
2016 Q4	$0	Buy	+10	New	+$232	﹤0.01%	4818
2016 Q1	–	Sell	-5	Closed	–	–	4501
2015 Q4	$0	Hold	5	–	–	﹤0.01%	4562
2015 Q3	$0	Buy	+5	New	+$92	﹤0.01%	4350
2015 Q1	–	Sell	-12	Closed	–	–	4388
2014 Q4	$0	Sell	12 -50	-81%	-$936	﹤0.01%	4322
2014 Q3	$1K	Hold	62	–	–	﹤0.01%	3861
2014 Q2	$1K	Sell	62 -788	-93%	-$14.3K	﹤0.01%	3662
2014 Q1	$17K	Sell	850 -220	-21%	-$4.71K	﹤0.01%	2491
2013 Q4	$23K	Buy	1,070 +1,020	+2,040%	+$20.3K	﹤0.01%	2107
2013 Q3	$1K	Buy	+50	New	+$879	﹤0.01%	3119

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

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

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

Creative Planning's SOCL Position: Q1 2022 in Review

Creative Planning sold out of Global X Social Media ETF (SOCL) in Q1 2022, closing a stake of 7,078 shares — an estimated $381K sold.

Creative Planning first reported a position in SOCL in Q3 2013 and held it in 13 quarters. The position peaked at $473K in Q1 2021. 67 funds tracked by Wall St. Rank hold SOCL as of Q1 2022.

Creative Planning reported no remaining Global X Social Media ETF position as of Q1 2022 after selling out during the quarter.
Creative Planning sold 7,078 Global X Social Media ETF shares in Q1 2022, an estimated $381K.
Creative Planning first reported a position in Global X Social Media ETF in Q3 2013 and held it in 13 quarters.
Creative Planning's Global X Social Media ETF position peaked at $473K in Q1 2021.
67 funds tracked by Wall St. Rank held Global X Social Media ETF as of Q1 2022.

Based on Creative Planning's 13F filing for Q1 2022, filed 16 May 2022.