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

Valeo Financial 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 Q1	–	Sell	-3,987	Closed	-$220K	–	876
2025 Q4	$220K	Hold	3,987	–	–	﹤0.01%	726
2025 Q3	$242K	Buy	3,987 +8	+0.2%	+$456	0.01%	683
2025 Q2	$213K	Buy	+3,979	New	+$183K	0.01%	690
2022 Q1	–	Sell	-3,929	Closed	-$212K	–	682
2021 Q4	$212K	Hold	3,929	–	–	0.01%	508
2021 Q3	$239K	Hold	3,929	–	–	0.01%	450
2021 Q2	$284K	Hold	3,929	–	–	0.02%	368
2021 Q1	$262K	Hold	3,929	–	–	0.01%	380
2020 Q4	$243K	Hold	3,929	–	–	0.01%	379
2020 Q3	$192K	Hold	3,929	–	–	0.02%	338
2020 Q2	$168K	Hold	3,929	–	–	0.02%	355
2020 Q1	$121K	Hold	3,929	–	–	0.01%	378
2019 Q4	$136K	Buy	+3,929	New	+$128K	0.01%	397
2019 Q3	–	Sell	-3,930	Closed	-$126K	–	1660
2019 Q2	$126K	Buy	+3,930	New	+$128K	0.01%	384

Other funds holding SOCL

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

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

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

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

AWMT

AAFMAA Wealth Management & Trust Fayetteville, North Carolina $286M AUM 19.57% 1-Year Est. Return

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

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

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

JPLA

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

Valeo Financial Advisors's SOCL Position: Q1 2026 in Review

Valeo Financial Advisors sold out of Global X Social Media ETF (SOCL) in Q1 2026, closing a stake of 3,987 shares — an estimated $220K sold.

Valeo Financial Advisors first reported a position in SOCL in Q2 2019 and held it in 13 quarters. The position peaked at $284K in Q2 2021. 51 funds tracked by Wall St. Rank hold SOCL as of Q1 2026.

Valeo Financial Advisors reported no remaining Global X Social Media ETF position as of Q1 2026 after selling out during the quarter.
Valeo Financial Advisors sold 3,987 Global X Social Media ETF shares in Q1 2026, an estimated $220K.
Valeo Financial Advisors first reported a position in Global X Social Media ETF in Q2 2019 and held it in 13 quarters.
Valeo Financial Advisors's Global X Social Media ETF position peaked at $284K in Q2 2021.
51 funds tracked by Wall St. Rank held Global X Social Media ETF as of Q1 2026.

Based on Valeo Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.