GLOBALT Investments’s Global X Social Media ETF SOCL Stock Holding History

GLOBALT Investments’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	–	Sell	-4,500	Closed	-$248K	–	209
2025 Q4	$248K	Hold	4,500	–	–	0.01%	197
2025 Q3	$273K	Hold	4,500	–	–	0.01%	199
2025 Q2	$240K	Buy	+4,500	New	+$207K	0.01%	201

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 $173B AUM 20.72% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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 $109B AUM 21.36% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

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

JPLA

Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return

GLOBALT Investments's SOCL Position: Q1 2026 in Review

GLOBALT Investments sold out of Global X Social Media ETF (SOCL) in Q1 2026, closing a stake of 4,500 shares — an estimated $248K sold.

GLOBALT Investments first reported a position in SOCL in Q2 2025 and held it in 3 quarters. The position peaked at $273K in Q3 2025. 51 funds tracked by Wall St. Rank hold SOCL as of Q1 2026.

GLOBALT Investments reported no remaining Global X Social Media ETF position as of Q1 2026 after selling out during the quarter.
GLOBALT Investments sold 4,500 Global X Social Media ETF shares in Q1 2026, an estimated $248K.
GLOBALT Investments first reported a position in Global X Social Media ETF in Q2 2025 and held it in 3 quarters.
GLOBALT Investments's Global X Social Media ETF position peaked at $273K in Q3 2025.
51 funds tracked by Wall St. Rank held Global X Social Media ETF as of Q1 2026.

Based on GLOBALT Investments's 13F filing for Q1 2026, filed 15 May 2026.