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Wingate Wealth Advisors’s Global X Social Media ETF SOCL Stock Holding History

Wingate Wealth 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
2025
Q1 		– Sell
-223
Closed -$9.43K – 379
2024
Q4 		$9.43K Buy
+223
New +$9.6K 0.01% 344

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
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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Wingate Wealth Advisors's SOCL Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Global X Social Media ETF (SOCL) in Q1 2025, closing a stake of 223 shares — an estimated $9.43K sold.

Wingate Wealth Advisors first reported a position in SOCL in Q4 2024 and held it in 1 quarter. The position peaked at $9.43K in Q4 2024. 41 funds tracked by Wall St. Rank hold SOCL as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining Global X Social Media ETF position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 223 Global X Social Media ETF shares in Q1 2025, an estimated $9.43K.
  • Wingate Wealth Advisors first reported a position in Global X Social Media ETF in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's Global X Social Media ETF position peaked at $9.43K in Q4 2024.
  • 41 funds tracked by Wall St. Rank held Global X Social Media ETF as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.