IFP Advisors’s Global X Social Media ETF SOCL Stock Holding History

IFP Advisors’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
2023 Q1	–	Sell	-20	Closed	-$1K	–	4295
2022 Q4	$1K	Hold	20	–	–	﹤0.01%	4472
2022 Q3	$1K	Sell	20 -14	-41%	-$453	﹤0.01%	4674
2022 Q2	$1K	Hold	34	–	–	﹤0.01%	4444
2022 Q1	$1K	Sell	34 -695	-95%	-$31.9K	﹤0.01%	4442
2021 Q4	$39K	Buy	729 +6	+0.8%	+$354	﹤0.01%	1655
2021 Q3	$44K	Buy	723 +167	+30%	+$11K	﹤0.01%	1638
2021 Q2	$39K	Buy	556 +349	+169%	+$23.8K	﹤0.01%	1635
2021 Q1	$13K	Buy	207 +175	+547%	+$12.1K	﹤0.01%	2037
2020 Q4	$2K	Hold	32	–	–	﹤0.01%	2657
2020 Q3	$2K	Buy	+32	New	+$1.52K	﹤0.01%	2511
2019 Q1	$8K	Hold	215	–	–	﹤0.01%	1722
2018 Q4	$6K	Hold	215	–	–	﹤0.01%	2776
2018 Q3	$7K	Hold	215	–	–	﹤0.01%	3069
2018 Q2	$8K	Buy	215 +155	+258%	+$5.41K	﹤0.01%	3046
2018 Q1	$2K	Hold	60	–	–	﹤0.01%	3542
2017 Q4	$2K	Sell	60 -380	-86%	-$12.5K	﹤0.01%	3593
2017 Q3	$14K	Buy	440 +215	+96%	+$6.51K	﹤0.01%	2841
2017 Q2	$6K	Buy	+225	New	+$6.15K	﹤0.01%	3318
2016 Q2	–	Sell	-215	Closed	-$8K	–	4053
2016 Q1	$8K	Buy	+215	New	+$3.8K	﹤0.01%	1720

Other funds holding SOCL

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

IFP Advisors's SOCL Position: Q1 2023 in Review

IFP Advisors sold out of Global X Social Media ETF (SOCL) in Q1 2023, closing a stake of 20 shares — an estimated $1K sold.

IFP Advisors first reported a position in SOCL in Q1 2016 and held it in 19 quarters. The position peaked at $44K in Q3 2021. 54 funds tracked by Wall St. Rank hold SOCL as of Q1 2023.

IFP Advisors reported no remaining Global X Social Media ETF position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 20 Global X Social Media ETF shares in Q1 2023, an estimated $1K.
IFP Advisors first reported a position in Global X Social Media ETF in Q1 2016 and held it in 19 quarters.
IFP Advisors's Global X Social Media ETF position peaked at $44K in Q3 2021.
54 funds tracked by Wall St. Rank held Global X Social Media ETF as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.