Kestra Advisory Services’s Global X Social Media ETF SOCL Stock Holding History

Kestra Advisory Services’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 Q1	–	Sell	-2,275	Closed	-$126K	–	4243
2025 Q4	$126K	Buy	+2,275	New	+$129K	﹤0.01%	3250
2022 Q1	–	Sell	-4,393	Closed	-$237K	–	2119
2021 Q4	$237K	Sell	4,393 -1,890	-30%	-$112K	﹤0.01%	1771
2021 Q3	$383K	Sell	6,283 -100	-2%	-$6.57K	﹤0.01%	1524
2021 Q2	$462K	Sell	6,383 -600	-9%	-$40.8K	0.01%	1321
2021 Q1	$466K	Sell	6,983 -859	-11%	-$59.4K	0.01%	1230
2020 Q4	$487K	Buy	7,842 +7,742	+7,742%	+$430K	0.01%	1224
2020 Q3	$291K	Buy	+100	New	+$4.76K	0.01%	1132

Other funds holding SOCL

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

AWMT

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

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

JPLA

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

Kestra Advisory Services's SOCL Position: Q1 2026 in Review

Kestra Advisory Services sold out of Global X Social Media ETF (SOCL) in Q1 2026, closing a stake of 2,275 shares — an estimated $126K sold.

Kestra Advisory Services first reported a position in SOCL in Q3 2020 and held it in 7 quarters. The position peaked at $487K in Q4 2020. 51 funds tracked by Wall St. Rank hold SOCL as of Q1 2026.

Kestra Advisory Services reported no remaining Global X Social Media ETF position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 2,275 Global X Social Media ETF shares in Q1 2026, an estimated $126K.
Kestra Advisory Services first reported a position in Global X Social Media ETF in Q3 2020 and held it in 7 quarters.
Kestra Advisory Services's Global X Social Media ETF position peaked at $487K in Q4 2020.
51 funds tracked by Wall St. Rank held Global X Social Media ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.