Selective Wealth Management’s Global X Social Media ETF SOCL Stock Holding History

Selective Wealth 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
2022 Q4	–	Sell	-1,800	Closed	-$50K	–	631
2022 Q3	$50K	Sell	1,800 -1,500	-45%	-$48.5K	0.02%	300
2022 Q2	$109K	Hold	3,300	–	–	0.04%	207
2022 Q1	$140K	Sell	3,300 -1,800	-35%	-$82.7K	0.05%	172
2021 Q4	$275K	Hold	5,100	–	–	0.11%	91
2021 Q3	$311K	Buy	5,100 +1,500	+42%	+$98.5K	0.16%	65
2021 Q2	$261K	Buy	+3,600	New	+$245K	0.21%	56

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

Selective Wealth Management's SOCL Position: Q4 2022 in Review

Selective Wealth Management sold out of Global X Social Media ETF (SOCL) in Q4 2022, closing a stake of 1,800 shares — an estimated $50K sold.

Selective Wealth Management first reported a position in SOCL in Q2 2021 and held it in 6 quarters. The position peaked at $311K in Q3 2021. 52 funds tracked by Wall St. Rank hold SOCL as of Q4 2022.

Selective Wealth Management reported no remaining Global X Social Media ETF position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 1,800 Global X Social Media ETF shares in Q4 2022, an estimated $50K.
Selective Wealth Management first reported a position in Global X Social Media ETF in Q2 2021 and held it in 6 quarters.
Selective Wealth Management's Global X Social Media ETF position peaked at $311K in Q3 2021.
52 funds tracked by Wall St. Rank held Global X Social Media ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.