Joseph P. Lucia & Associates’s Global X Social Media ETF SOCL Stock Holding History

Joseph P. Lucia & Associates’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 Q2	$784K	Sell	17,861 -1,165	-6%	-$53.2K	0.24%	83
2026 Q1	$824K	Sell	19,026 -692	-4%	-$35.3K	0.29%	78
2025 Q4	$1.09M	Sell	19,718 -673	-3%	-$38.1K	0.39%	65
2025 Q3	$1.24M	Sell	20,391 -455	-2%	-$26K	0.47%	61
2025 Q2	$1.11M	Sell	20,846 -745	-3%	-$34.3K	0.46%	64
2025 Q1	$947K	Sell	21,591 -414	-2%	-$19K	0.43%	65
2024 Q4	$931K	Sell	22,005 -915	-4%	-$39.4K	0.41%	62
2024 Q3	$992K	Sell	22,920 -2,140	-9%	-$86.1K	0.46%	61
2024 Q2	$1.06M	Sell	25,060 -150	-0.6%	-$6.29K	0.54%	54
2024 Q1	$1.02M	Hold	25,210	–	–	0.54%	55
2023 Q4	$1.02M	Sell	25,210 -290	-1%	-$10.9K	0.63%	51
2023 Q3	$914K	Sell	25,500 -250	-1%	-$9.44K	0.64%	48
2023 Q2	$942K	Hold	25,750	–	–	0.63%	48
2023 Q1	$953K	Sell	25,750 -4,335	-14%	-$154K	0.66%	46
2022 Q4	$933K	Sell	30,085 -395	-1%	-$11.2K	0.7%	43
2022 Q3	$846K	Sell	30,480 -250	-0.8%	-$8.08K	0.66%	43
2022 Q2	$1.02M	Sell	30,730 -600	-2%	-$22.3K	0.72%	39
2022 Q1	$1.33M	Sell	31,330 -70	-0.2%	-$3.22K	0.81%	39
2021 Q4	$1.69M	Sell	31,400 -5	-0%	-$295	1.07%	34
2021 Q3	$1.91M	Sell	31,405 -535	-2%	-$35.1K	1.13%	27
2021 Q2	$2.31M	Sell	31,940 -55	-0.2%	-$3.74K	1.38%	21
2021 Q1	$2.13M	Sell	31,995 -1,350	-4%	-$93.4K	0.95%	20
2020 Q4	$2.06M	Sell	33,345 -2,960	-8%	-$164K	1.44%	20
2020 Q3	$1.77M	Sell	36,305 -1,688	-4%	-$80.3K	1.65%	21
2020 Q2	$1.63M	Sell	37,993 -1,675	-4%	-$60.9K	1.46%	20
2020 Q1	$1.17M	Sell	39,668 -1,790	-4%	-$60.6K	1.3%	26
2019 Q4	$1.44M	Sell	41,458 -2,850	-6%	-$93.2K	1.31%	28
2019 Q3	$1.42M	Sell	44,308 -750	-2%	-$24.8K	1.46%	22
2019 Q2	$1.45M	Buy	45,058 +1,150	+3%	+$37.4K	1.52%	19
2019 Q1	$1.46M	Buy	+43,908	New	+$1.36M	2.52%	11

Other funds holding SOCL

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWMT

AAFMAA Wealth Management & Trust Fayetteville, North Carolina $286M AUM 19.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SWA

SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Joseph P. Lucia & Associates's SOCL Position: Q2 2026 in Review

Joseph P. Lucia & Associates reduced its Global X Social Media ETF (SOCL) stake by 6.1% in Q2 2026, selling an estimated $53.2K and leaving 17,861 shares worth $784K. The position accounts for 0.24% of the portfolio, ranked #83.

Joseph P. Lucia & Associates first reported a position in SOCL in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.31M in Q2 2021. 42 funds tracked by Wall St. Rank hold SOCL as of Q2 2026.

Joseph P. Lucia & Associates held 17,861 shares of Global X Social Media ETF worth $784K as of Q2 2026.
Joseph P. Lucia & Associates sold 1,165 Global X Social Media ETF shares in Q2 2026, an estimated $53.2K.
Global X Social Media ETF made up 0.24% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #83 holding.
Joseph P. Lucia & Associates first reported a position in Global X Social Media ETF in Q1 2019 and has held it in 30 quarters since.
Joseph P. Lucia & Associates's Global X Social Media ETF position peaked at $2.31M in Q2 2021.
42 funds tracked by Wall St. Rank held Global X Social Media ETF as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.