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Global Retirement Partners’s Global X Social Media ETF SOCL Stock Holding History

Global Retirement Partners’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
2024
Q4 		– Sell
-1
Closed -$28 – 3771
2024
Q3 		$28 Hold
1
– – ﹤0.01% 3464
2024
Q2 		$28 Hold
1
– – ﹤0.01% 3510
2024
Q1 		$26 Hold
1
– – ﹤0.01% 3351
2023
Q4 		$26 Buy
+1
New +$38 ﹤0.01% 3319

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Global Retirement Partners's SOCL Position: Q4 2024 in Review

Global Retirement Partners sold out of Global X Social Media ETF (SOCL) in Q4 2024, closing a stake of 1 share — an estimated $28 sold.

Global Retirement Partners first reported a position in SOCL in Q4 2023 and held it in 4 quarters. The position peaked at $28 in Q3 2024. 40 funds tracked by Wall St. Rank hold SOCL as of Q4 2024.

  • Global Retirement Partners reported no remaining Global X Social Media ETF position as of Q4 2024 after selling out during the quarter.
  • Global Retirement Partners sold 1 Global X Social Media ETF share in Q4 2024, an estimated $28.
  • Global Retirement Partners first reported a position in Global X Social Media ETF in Q4 2023 and held it in 4 quarters.
  • Global Retirement Partners's Global X Social Media ETF position peaked at $28 in Q3 2024.
  • 40 funds tracked by Wall St. Rank held Global X Social Media ETF as of Q4 2024.

Based on Global Retirement Partners's 13F filing for Q4 2024, filed 31 Jan 2025.