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

Great Diamond 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
2026 Q1	–	Sell	-46,397	Closed	-$2.56M	–	249
2025 Q4	$2.56M	Buy	46,397 +4,584	+11%	+$259K	0.49%	60
2025 Q3	$2.54M	Buy	+41,813	New	+$2.39M	0.49%	60
2021 Q3	–	Sell	-15,120	Closed	-$1.09M	–	211
2021 Q2	$1.09M	Buy	15,120 +755	+5%	+$51.4K	0.31%	77
2021 Q1	$958K	Buy	+14,365	New	+$994K	0.29%	78

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 $51.1B AUM 35.55% 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

Great Diamond Partners's SOCL Position: Q1 2026 in Review

Great Diamond Partners sold out of Global X Social Media ETF (SOCL) in Q1 2026, closing a stake of 46,397 shares — an estimated $2.56M sold.

Great Diamond Partners first reported a position in SOCL in Q1 2021 and held it in 4 quarters. The position peaked at $2.56M in Q4 2025. 51 funds tracked by Wall St. Rank hold SOCL as of Q1 2026.

Great Diamond Partners reported no remaining Global X Social Media ETF position as of Q1 2026 after selling out during the quarter.
Great Diamond Partners sold 46,397 Global X Social Media ETF shares in Q1 2026, an estimated $2.56M.
Great Diamond Partners first reported a position in Global X Social Media ETF in Q1 2021 and held it in 4 quarters.
Great Diamond Partners's Global X Social Media ETF position peaked at $2.56M in Q4 2025.
51 funds tracked by Wall St. Rank held Global X Social Media ETF as of Q1 2026.

Based on Great Diamond Partners's 13F filing for Q1 2026, filed 12 May 2026.