Independent Financial Group’s Global X Social Media ETF SOCL Stock Holding History

Independent Financial Group’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
2022 Q4	–	Sell	-17,855	Closed	-$495K	–	814
2022 Q3	$495K	Hold	17,855	–	–	0.04%	400
2022 Q2	$592K	Hold	17,855	–	–	0.06%	331
2022 Q1	$756K	Sell	17,855 -180	-1%	-$8.27K	0.06%	323
2021 Q4	$971K	Hold	18,035	–	–	0.08%	258
2021 Q3	$1.1M	Sell	18,035 -247	-1%	-$16.2K	0.11%	196
2021 Q2	$1.32M	Buy	18,282 +450	+3%	+$30.6K	0.14%	168
2021 Q1	$1.19M	Buy	17,832 +2,595	+17%	+$179K	0.15%	161
2020 Q4	$941K	Buy	+15,237	New	+$846K	0.14%	173

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

CPR Investments Rochester, Michigan $130M AUM 29.56% 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

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

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

Independent Financial Group's SOCL Position: Q4 2022 in Review

Independent Financial Group sold out of Global X Social Media ETF (SOCL) in Q4 2022, closing a stake of 17,855 shares — an estimated $495K sold.

Independent Financial Group first reported a position in SOCL in Q4 2020 and held it in 8 quarters. The position peaked at $1.32M in Q2 2021. 52 funds tracked by Wall St. Rank hold SOCL as of Q4 2022.

Independent Financial Group reported no remaining Global X Social Media ETF position as of Q4 2022 after selling out during the quarter.
Independent Financial Group sold 17,855 Global X Social Media ETF shares in Q4 2022, an estimated $495K.
Independent Financial Group first reported a position in Global X Social Media ETF in Q4 2020 and held it in 8 quarters.
Independent Financial Group's Global X Social Media ETF position peaked at $1.32M in Q2 2021.
52 funds tracked by Wall St. Rank held Global X Social Media ETF as of Q4 2022.

Based on Independent Financial Group's 13F filing for Q4 2022, filed 15 Jun 2026.