Strategic Wealth Partners’s Global X Social Media ETF SOCL Stock Holding History

Strategic Wealth Partners’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
2019 Q4	–	Sell	-34	Closed	-$1	–	446
2019 Q3	$1	Hold	34	–	–	﹤0.01%	712
2019 Q2	$1K	Hold	34	–	–	﹤0.01%	719
2019 Q1	$1K	Hold	34	–	–	﹤0.01%	750
2018 Q4	$1K	Hold	34	–	–	﹤0.01%	664
2018 Q3	$1K	Hold	34	–	–	﹤0.01%	627
2018 Q2	$1K	Hold	34	–	–	﹤0.01%	731
2018 Q1	$1K	Hold	34	–	–	﹤0.01%	774
2017 Q4	$2K	Buy	+34	New	+$1.12K	﹤0.01%	698

Other funds holding SOCL

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

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JPLA

Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Strategic Wealth Partners's SOCL Position: Q4 2019 in Review

Strategic Wealth Partners sold out of Global X Social Media ETF (SOCL) in Q4 2019, closing a stake of 34 shares — an estimated $1 sold.

Strategic Wealth Partners first reported a position in SOCL in Q4 2017 and held it in 8 quarters. The position peaked at $2K in Q4 2017. 42 funds tracked by Wall St. Rank hold SOCL as of Q4 2019.

Strategic Wealth Partners reported no remaining Global X Social Media ETF position as of Q4 2019 after selling out during the quarter.
Strategic Wealth Partners sold 34 Global X Social Media ETF shares in Q4 2019, an estimated $1.
Strategic Wealth Partners first reported a position in Global X Social Media ETF in Q4 2017 and held it in 8 quarters.
Strategic Wealth Partners's Global X Social Media ETF position peaked at $2K in Q4 2017.
42 funds tracked by Wall St. Rank held Global X Social Media ETF as of Q4 2019.

Based on Strategic Wealth Partners's 13F filing for Q4 2019, filed 30 Jan 2020.