WIM
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WealthPlan Investment Management’s Global X Social Media ETF SOCL Stock Holding History

WealthPlan Investment Management’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
2023
Q3 		– Sell
-55
Closed -$2.02K – 321
2023
Q2 		$2.02K Hold
55
– – ﹤0.01% 319
2023
Q1 		$2.04K Buy
+55
New +$1.95K ﹤0.01% 396

Other funds holding SOCL

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
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
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

WealthPlan Investment Management's SOCL Position: Q3 2023 in Review

WealthPlan Investment Management sold out of Global X Social Media ETF (SOCL) in Q3 2023, closing a stake of 55 shares — an estimated $2.02K sold.

WealthPlan Investment Management first reported a position in SOCL in Q1 2023 and held it in 2 quarters. The position peaked at $2.04K in Q1 2023. 50 funds tracked by Wall St. Rank hold SOCL as of Q3 2023.

  • WealthPlan Investment Management reported no remaining Global X Social Media ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 55 Global X Social Media ETF shares in Q3 2023, an estimated $2.02K.
  • WealthPlan Investment Management first reported a position in Global X Social Media ETF in Q1 2023 and held it in 2 quarters.
  • WealthPlan Investment Management's Global X Social Media ETF position peaked at $2.04K in Q1 2023.
  • 50 funds tracked by Wall St. Rank held Global X Social Media ETF as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.