OPS
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Orion Portfolio Solutions’s Global X Social Media ETF SOCL Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-29
Closed -$1K – 1798
2020
Q2 		$1K Hold
29
– – ﹤0.01% 2073
2020
Q1 		$1K Hold
29
– – ﹤0.01% 1803
2019
Q4 		$1K Buy
+29
New +$948 ﹤0.01% 1727

Other funds holding SOCL

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return
LFGH
Lee Financial Group Hawaii Honolulu, Hawaii $128M AUM 17.61% 1-Year Est. Return

Orion Portfolio Solutions's SOCL Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Global X Social Media ETF (SOCL) in Q3 2020, closing a stake of 29 shares — an estimated $1K sold.

Orion Portfolio Solutions first reported a position in SOCL in Q4 2019 and held it in 3 quarters. The position peaked at $1K in Q2 2020. 53 funds tracked by Wall St. Rank hold SOCL as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Global X Social Media ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 29 Global X Social Media ETF shares in Q3 2020, an estimated $1K.
  • Orion Portfolio Solutions first reported a position in Global X Social Media ETF in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's Global X Social Media ETF position peaked at $1K in Q2 2020.
  • 53 funds tracked by Wall St. Rank held Global X Social Media ETF as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.