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

Gradient 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
2024
Q1 		– Sell
-255
Closed -$10.3K – 1752
2023
Q4 		$10.3K Hold
255
– – ﹤0.01% 836
2023
Q3 		$9.15K Buy
255
+1
+0.4% +$38 ﹤0.01% 824
2023
Q2 		$9.29K Hold
254
– – ﹤0.01% 815
2023
Q1 		$9.4K Hold
254
– – ﹤0.01% 826
2022
Q4 		$7.87K Hold
254
– – ﹤0.01% 852
2022
Q3 		$7K Buy
+254
New +$8.21K ﹤0.01% 888

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 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
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

Gradient Investments's SOCL Position: Q1 2024 in Review

Gradient Investments sold out of Global X Social Media ETF (SOCL) in Q1 2024, closing a stake of 255 shares — an estimated $10.3K sold.

Gradient Investments first reported a position in SOCL in Q3 2022 and held it in 6 quarters. The position peaked at $10.3K in Q4 2023. 50 funds tracked by Wall St. Rank hold SOCL as of Q1 2024.

  • Gradient Investments reported no remaining Global X Social Media ETF position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 255 Global X Social Media ETF shares in Q1 2024, an estimated $10.3K.
  • Gradient Investments first reported a position in Global X Social Media ETF in Q3 2022 and held it in 6 quarters.
  • Gradient Investments's Global X Social Media ETF position peaked at $10.3K in Q4 2023.
  • 50 funds tracked by Wall St. Rank held Global X Social Media ETF as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.