Stifel Financial’s Global X Social Media ETF SOCL Stock Holding History

Stifel Financial’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	–	Sell	-22,905	Closed	-$992K	–	3796
2026 Q1	$992K	Sell	22,905 -6,657	-23%	-$340K	﹤0.01%	2462
2025 Q4	$1.63M	Buy	29,562 +43	+0.1%	+$2.43K	﹤0.01%	2073
2025 Q3	$1.79M	Buy	29,519 +63	+0.2%	+$3.6K	﹤0.01%	1989
2025 Q2	$1.57M	Buy	29,456 +564	+2%	+$26K	﹤0.01%	2006
2025 Q1	$1.27M	Buy	+28,892	New	+$1.33M	﹤0.01%	2080
2018 Q3	–	Sell	-7,857	Closed	-$280K	–	2814
2018 Q2	$280K	Buy	+7,857	New	+$274K	﹤0.01%	2345
2014 Q4	–	Sell	-11,072	Closed	-$213K	–	2439
2014 Q3	$213K	Sell	11,072 -1,125	-9%	-$22.3K	﹤0.01%	1988
2014 Q2	$239K	Sell	12,197 -69,550	-85%	-$1.26M	﹤0.01%	1905
2014 Q1	$1.59M	Buy	+81,747	New	+$1.75M	0.02%	830

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

SWA

SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Stifel Financial's SOCL Position: Q2 2026 in Review

Stifel Financial sold out of Global X Social Media ETF (SOCL) in Q2 2026, closing a stake of 22,905 shares — an estimated $992K sold.

Stifel Financial first reported a position in SOCL in Q1 2014 and held it in 9 quarters. The position peaked at $1.79M in Q3 2025. 42 funds tracked by Wall St. Rank hold SOCL as of Q2 2026.

Stifel Financial reported no remaining Global X Social Media ETF position as of Q2 2026 after selling out during the quarter.
Stifel Financial sold 22,905 Global X Social Media ETF shares in Q2 2026, an estimated $992K.
Stifel Financial first reported a position in Global X Social Media ETF in Q1 2014 and held it in 9 quarters.
Stifel Financial's Global X Social Media ETF position peaked at $1.79M in Q3 2025.
42 funds tracked by Wall St. Rank held Global X Social Media ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.