SOCL β€” GLOBAL X SOCIAL MEDIA INDEX FUND

Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV  Β·  25 quarters on record

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported GLOBAL X SOCIAL MEDIA INDEX FUND (SOCL) in 25 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows SOCL at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SOCL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CREATIVE FINANCIAL DESIGNS INC /ADV's position in GLOBAL X SOCIAL MEDIA INDEX FUND, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SOCL was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SOCL stock page CREATIVE FINANCIAL DESIGNS INC /ADV fund profile CREATIVE FINANCIAL DESIGNS INC /ADV full holdings
How CREATIVE FINANCIAL DESIGNS INC /ADV held SOCL β€” position size vs. price
% of Fund (quarterly)    SOCL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 313 β€” 0% 0.00% $14K 2026-04-13 $44.90
2025 Q4 UNCHANGED 313 β€” 0% 0.00% $17K 2026-02-06 $51.52
2025 Q3 UNCHANGED 313 β€” 0% 0.00% $19K 2025-11-14 (Est.) $54.67
2025 Q2 UNCHANGED 313 β€” 0% 0.00% $17K 2025-08-04 $55.95
2025 Q1 REDUCED 313 -8 -2.5% 0.00% $14K 2025-04-23 $42.41
2024 Q4 REDUCED 321 -162 -33.5% 0.00% $14K 2025-02-10 $48.81
2024 Q3 REDUCED 483 -118 -19.6% 0.00% $21K 2024-10-28 $42.04
2024 Q2 REDUCED 601 -198 -24.8% 0.00% $25K 2024-08-06 $38.16
2024 Q1 REDUCED 799 -38 -4.5% 0.00% $32K 2024-05-01 $41.29
2023 Q4 REDUCED 837 -35 -4.0% 0.00% $34K 2024-01-10 $40.25
15 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding SOCL

As of 2026 Q1 β€” sorted by position size

AAFMAA Wealth Management & Trust LLC 3Y 0.41% SALEM INVESTMENT COUNSELORS INC 3Y 7Y 0.0% CoreCap Advisors, LLC 3Y 0.0%

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and SOCL

These are the practical questions this page is built to answer before you even open the full history table.

How long has CREATIVE FINANCIAL DESIGNS INC /ADV reported owning SOCL?

CREATIVE FINANCIAL DESIGNS INC /ADV reported SOCL across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SOCL position in CREATIVE FINANCIAL DESIGNS INC /ADV's portfolio?

The largest reported portfolio weight for SOCL was 0.00% in 2023 Q4.

What is the latest reported SOCL position on this page?

The most recent filing on this page is 2026 Q1, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 313 shares, equal to 0.00% of portfolio, with an estimated market value of $14K.

What does the chart on this SOCL ownership page compare?

The chart compares CREATIVE FINANCIAL DESIGNS INC /ADV's quarterly SOCL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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