O'Shaughnessy Asset Management’s Global X Social Media ETF SOCL Stock Holding History

O'Shaughnessy Asset 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
2026 Q1	$26K	Hold	600	–	–	﹤0.01%	2319
2025 Q4	$33.1K	Hold	600	–	–	﹤0.01%	2285
2025 Q3	$36.5K	Buy	600 +400	+200%	+$22.8K	﹤0.01%	2220
2025 Q2	$10.7K	Hold	200	–	–	﹤0.01%	2181
2025 Q1	$8.77K	Hold	200	–	–	﹤0.01%	2136
2024 Q4	$8.46K	Hold	200	–	–	﹤0.01%	2072
2024 Q3	$8.62K	Hold	200	–	–	﹤0.01%	2006
2024 Q2	$8.45K	Hold	200	–	–	﹤0.01%	1844
2024 Q1	$8.06K	Hold	200	–	–	﹤0.01%	1778
2023 Q4	$8.07K	Buy	+200	New	+$7.52K	﹤0.01%	1659

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

O'Shaughnessy Asset Management's SOCL Position: Q1 2026 in Review

O'Shaughnessy Asset Management held its Global X Social Media ETF (SOCL) position steady in Q1 2026 at 600 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #2319.

O'Shaughnessy Asset Management first reported a position in SOCL in Q4 2023 and has held it in 10 quarters since. The position peaked at $36.5K in Q3 2025. 51 funds tracked by Wall St. Rank hold SOCL as of Q1 2026.

O'Shaughnessy Asset Management held 600 shares of Global X Social Media ETF worth $26K as of Q1 2026.
O'Shaughnessy Asset Management left its Global X Social Media ETF share count unchanged in Q1 2026.
Global X Social Media ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q1 2026, its #2319 holding.
O'Shaughnessy Asset Management first reported a position in Global X Social Media ETF in Q4 2023 and has held it in 10 quarters since.
O'Shaughnessy Asset Management's Global X Social Media ETF position peaked at $36.5K in Q3 2025.
51 funds tracked by Wall St. Rank held Global X Social Media ETF as of Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.