Steward Partners Investment Advisory’s Global X Social Media ETF SOCL Stock Holding History

Steward Partners Investment Advisory’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
2025 Q4	–	Sell	-164	Closed	-$9.96K	–	4457
2025 Q3	$9.96K	Buy	+164	New	+$9.36K	﹤0.01%	3408
2023 Q4	–	Sell	-254	Closed	-$9.11K	–	3575
2023 Q3	$9.11K	Hold	254	–	–	﹤0.01%	2633
2023 Q2	$9.29K	Hold	254	–	–	﹤0.01%	2591
2023 Q1	$9.4K	Hold	254	–	–	﹤0.01%	2566
2022 Q4	$7.87K	Sell	254 -10	-4%	-$284	﹤0.01%	2612
2022 Q3	$7K	Hold	264	–	–	﹤0.01%	2666
2022 Q2	$9K	Hold	264	–	–	﹤0.01%	2572
2022 Q1	$11K	Buy	264 +188	+247%	+$8.64K	﹤0.01%	2634
2021 Q4	$4K	Sell	76 -1,057	-93%	-$62.4K	﹤0.01%	2907
2021 Q3	$69K	Hold	1,133	–	–	﹤0.01%	1726
2021 Q2	$82K	Buy	+1,133	New	+$77.1K	﹤0.01%	2523
2018 Q4	–	Sell	-1,900	Closed	-$61K	–	1946
2018 Q3	$61K	Buy	+1,900	New	+$63.8K	﹤0.01%	1117

Other funds holding SOCL

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

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

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

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

GDP

Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Steward Partners Investment Advisory's SOCL Position: Q4 2025 in Review

Steward Partners Investment Advisory sold out of Global X Social Media ETF (SOCL) in Q4 2025, closing a stake of 164 shares — an estimated $9.96K sold.

Steward Partners Investment Advisory first reported a position in SOCL in Q3 2018 and held it in 12 quarters. The position peaked at $82K in Q2 2021. 53 funds tracked by Wall St. Rank hold SOCL as of Q4 2025.

Steward Partners Investment Advisory reported no remaining Global X Social Media ETF position as of Q4 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 164 Global X Social Media ETF shares in Q4 2025, an estimated $9.96K.
Steward Partners Investment Advisory first reported a position in Global X Social Media ETF in Q3 2018 and held it in 12 quarters.
Steward Partners Investment Advisory's Global X Social Media ETF position peaked at $82K in Q2 2021.
53 funds tracked by Wall St. Rank held Global X Social Media ETF as of Q4 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2025, filed 12 Feb 2026.