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

WealthPLAN 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
2016 Q3	$3.83K	Sell	150 -150	-50%	-$3.47K	﹤0.01%	766
2016 Q2	$3.14K	Buy	+300	New	+$5.79K	﹤0.01%	2125
2015 Q4	$2.99K	Buy	+450	New	+$8.78K	﹤0.01%	1443
2015 Q2	$3K	Hold	150	–	–	﹤0.01%	373
2015 Q1	$3K	Buy	+150	New	+$2.78K	﹤0.01%	470

Other funds holding SOCL

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return

Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Barometer Capital Management Toronto, Ontario, Canada $292M AUM 86.78% 1-Year Est. Return

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

Bank of America

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

Avalon Capital Management Port Of Redwood City, California $354M AUM 50.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return