Householder Group Estate & Retirement Specialist’s Global X Social Media ETF SOCL Stock Holding History

Householder Group Estate & Retirement Specialist’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	-2	Closed	–	–	1122
2024 Q3	$0	Buy	+2	New	+$80	﹤0.01%	1312
2024 Q2	–	Sell	-2	Closed	-$81	–	1325
2024 Q1	$81	Hold	2	–	–	﹤0.01%	1240
2023 Q4	$0	Hold	2	–	–	﹤0.01%	1314
2023 Q3	$72	Buy	+2	New	+$76	﹤0.01%	1269
2023 Q1	$0	Buy	+2	New	+$71	﹤0.01%	1300
2022 Q4	–	Sell	-2	Closed	–	–	1005
2022 Q3	$0	Buy	+2	New	+$65	﹤0.01%	1188

Other funds holding SOCL

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

JPLA

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's SOCL Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Global X Social Media ETF (SOCL) in Q4 2024, closing a stake of 2 shares.

Householder Group Estate & Retirement Specialist first reported a position in SOCL in Q3 2022 and held it in 6 quarters. The position peaked at $81 in Q1 2024. 40 funds tracked by Wall St. Rank hold SOCL as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Global X Social Media ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 2 Global X Social Media ETF shares in Q4 2024.
Householder Group Estate & Retirement Specialist first reported a position in Global X Social Media ETF in Q3 2022 and held it in 6 quarters.
Householder Group Estate & Retirement Specialist's Global X Social Media ETF position peaked at $81 in Q1 2024.
40 funds tracked by Wall St. Rank held Global X Social Media ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.