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IHT Wealth Management’s Global X Social Media ETF SOCL Stock Holding History

IHT Wealth Management’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
Q3 		– Sell
-5,508
Closed -$233K – 1181
2024
Q2 		$233K Sell
5,508
-725
-12% -$30.4K 0.01% 891
2024
Q1 		$251K Buy
+6,233
New +$248K 0.01% 862
2018
Q2 		– Sell
-60
Closed -$2K – 1204
2018
Q1 		$2K Buy
60
+1
+2% +$36 ﹤0.01% 1526
2017
Q4 		$2K Buy
+59
New +$1.94K ﹤0.01% 1514

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return

IHT Wealth Management's SOCL Position: Q3 2024 in Review

IHT Wealth Management sold out of Global X Social Media ETF (SOCL) in Q3 2024, closing a stake of 5,508 shares — an estimated $233K sold.

IHT Wealth Management first reported a position in SOCL in Q4 2017 and held it in 4 quarters. The position peaked at $251K in Q1 2024. 45 funds tracked by Wall St. Rank hold SOCL as of Q3 2024.

  • IHT Wealth Management reported no remaining Global X Social Media ETF position as of Q3 2024 after selling out during the quarter.
  • IHT Wealth Management sold 5,508 Global X Social Media ETF shares in Q3 2024, an estimated $233K.
  • IHT Wealth Management first reported a position in Global X Social Media ETF in Q4 2017 and held it in 4 quarters.
  • IHT Wealth Management's Global X Social Media ETF position peaked at $251K in Q1 2024.
  • 45 funds tracked by Wall St. Rank held Global X Social Media ETF as of Q3 2024.

Based on IHT Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.