SOA Wealth Advisors’s Global X Social Media ETF SOCL Stock Holding History

SOA Wealth Advisors’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	$477K	Sell	10,891 -496	-4%	-$22.7K	0.08%	129
2026 Q1	$493K	Sell	11,387 -1,272	-10%	-$65K	0.09%	118
2025 Q4	$699K	Sell	12,659 -858	-6%	-$48.5K	0.12%	99
2025 Q3	$821K	Buy	13,517 +12	+0.1%	+$685	0.14%	93
2025 Q2	$722K	Hold	13,505	–	–	0.14%	94
2025 Q1	$592K	Hold	13,505	–	–	0.12%	100
2024 Q4	$572K	Hold	13,505	–	–	0.11%	105
2024 Q3	$585K	Buy	13,505 +14	+0.1%	+$563	0.11%	103
2024 Q2	$570K	Sell	13,491 -429	-3%	-$18K	0.11%	100
2024 Q1	$561K	Buy	13,920 +7	+0.1%	+$279	0.12%	96
2023 Q4	$562K	Hold	13,913	–	–	0.13%	87
2023 Q3	$499K	Sell	13,913 -49	-0.4%	-$1.85K	0.12%	94
2023 Q2	$511K	Hold	13,962	–	–	0.12%	95
2023 Q1	$517K	Hold	13,962	–	–	0.13%	92
2022 Q4	$433K	Sell	13,962 -300	-2%	-$8.53K	0.12%	96
2022 Q3	$395K	Buy	14,262 +18	+0.1%	+$582	0.12%	97
2022 Q2	$472K	Hold	14,244	–	–	0.14%	83
2022 Q1	$602K	Hold	14,244	–	–	0.15%	87
2021 Q4	$781K	Hold	14,244	–	–	0.19%	76
2021 Q3	$868K	Hold	14,244	–	–	0.22%	70
2021 Q2	$1.03M	Hold	14,244	–	–	0.26%	65
2021 Q1	$950K	Hold	14,244	–	–	0.27%	67
2020 Q4	$1.08M	Buy	+14,244	New	+$791K	0.3%	61

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

JPLA

Joseph P. Lucia & Associates Yorktown Heights, New York $333M AUM 26.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

SOA Wealth Advisors's SOCL Position: Q2 2026 in Review

SOA Wealth Advisors reduced its Global X Social Media ETF (SOCL) stake by 4.4% in Q2 2026, selling an estimated $22.7K and leaving 10,891 shares worth $477K. The position accounts for 0.08% of the portfolio, ranked #129.

SOA Wealth Advisors first reported a position in SOCL in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.08M in Q4 2020. 42 funds tracked by Wall St. Rank hold SOCL as of Q2 2026.

SOA Wealth Advisors held 10,891 shares of Global X Social Media ETF worth $477K as of Q2 2026.
SOA Wealth Advisors sold 496 Global X Social Media ETF shares in Q2 2026, an estimated $22.7K.
Global X Social Media ETF made up 0.08% of SOA Wealth Advisors's portfolio in Q2 2026, its #129 holding.
SOA Wealth Advisors first reported a position in Global X Social Media ETF in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's Global X Social Media ETF position peaked at $1.08M in Q4 2020.
42 funds tracked by Wall St. Rank held Global X Social Media ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.