How many shares of SOCL does Integrated Wealth Concepts LLC own?

As of 2026-Q2, Integrated Wealth Concepts LLC holds 10,348 shares of SOCL (GLOBAL X FDS).

What is Integrated Wealth Concepts LLC's SOCL position worth?

As of 2026-Q2, Integrated Wealth Concepts LLC's SOCL position is worth $453,377.

Is Integrated Wealth Concepts LLC buying or selling SOCL?

In 2026-Q2, Integrated Wealth Concepts LLC increased their SOCL position (+87.4% change in shares).

When did Integrated Wealth Concepts LLC first buy SOCL?

Based on available 13F filings, Integrated Wealth Concepts LLC first reported a position in SOCL in 2019-Q1. They have held the position across 30 quarters.

Back to IW Integrated Wealth Concepts LLC

SOCL
30 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in GLOBAL X FDS

Current Value

$453,377

Current Shares

10,348

Total Value Change

+$196,377

Total Shares Change

+2,299

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	10,348	+87.4%	$453,377	0.0%	$43.81	37
2026-Q1	Increased	5,521	+2.3%	$239,048	0.0%	$47.36	24
2025-Q4	Decreased	5,398	-13.4%	$298,017	0.0%	$55.54	0
2025-Q3	Decreased	6,236	-11.7%	$378,825	0.0%	$61.19	0
2025-Q2	Decreased	7,061	-2.7%	$377,282	0.0%	$52.72	0
2025-Q1	Increased	7,258	+0.3%	$318,199	0.0%	$43.93	23
2024-Q4	Decreased	7,233	-3.1%	$306,110	0.0%	$42.39	0
2024-Q3	Decreased	7,468	-1.5%	$323,377	0.0%	$43.16	0
2024-Q2	Decreased	7,580	-7.5%	$320,097	0.0%	$42.04	0
2024-Q1	Decreased	8,193	-4.0%	$330,007	0.0%	$40.01	0
2023-Q4	Decreased	8,534	-0.2%	$344,529	0.0%	$40.10	0
2023-Q3	Decreased	8,554	-4.5%	$306,672	0.0%	$35.56	0
2023-Q2	Decreased	8,954	-8.4%	$327,644	0.0%	$36.25	0
2023-Q1	Decreased	9,780	-0.6%	$362,000	0.0%	$36.41	0
2022-Q4	Decreased	9,836	-0.7%	$305,000	0.0%	$30.59	0
2022-Q3	Decreased	9,902	-4.5%	$275,000	0.0%	$27.43	0
2022-Q2	Increased	10,368	+5.7%	$344,000	0.0%	$33.52	25
2022-Q1	Unchanged	9,809	0.0%	$415,000	0.0%	$42.62	0
2021-Q4	Increased	9,809	+0.7%	$528,000	0.0%	$53.97	24
2021-Q3	Increased	9,745	+7.2%	$594,000	0.0%	$59.11	26
2021-Q2	Increased	9,095	+13.2%	$658,000	0.0%	$71.42	28
2021-Q1	Unchanged	8,037	0.0%	$536,000	0.0%	$63.91	0
2020-Q4	Unchanged	8,037	0.0%	$497,000	0.0%	$61.07	0
2020-Q3	Decreased	8,037	-1.3%	$392,000	0.0%	$47.75	0
2020-Q2	Unchanged	8,146	0.0%	$349,000	0.0%	$41.90	0
2020-Q1	Increased	8,146	+15.3%	$240,000	0.0%	$28.85	27
2019-Q4	Decreased	7,068	-2.1%	$245,000	0.0%	$34.10	0
2019-Q3	Decreased	7,219	-13.1%	$231,000	0.0%	$31.33	0
2019-Q2	Increased	8,304	+3.2%	$267,000	0.0%	$31.63	24
2019-Q1	New	8,049	-	$257,000	0.0%	$31.36	32

Other major holders of SOCL: PNC FINANCIAL SERVICES GROUP, INC.

SOCL30 quarters

SOCL
30 quarters