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Acorn Wealth Advisors’s Global X S&P 500 Catholic Values ETF CATH Stock Holding History

Acorn Wealth Advisors’s Portfolio CATH Stock Details CATH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$217K Buy
+2,453
New +$213K 0.05% 288
2026
Q1 		– Sell
-2,526
Closed -$208K – 266
2025
Q4 		$208K Buy
+2,526
New +$207K 0.06% 254

Other funds holding CATH

FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Acorn Wealth Advisors's CATH Position: Q2 2026 in Review

Acorn Wealth Advisors opened a new position in Global X S&P 500 Catholic Values ETF (CATH) in Q2 2026: 2,453 shares worth $217K. The stake represents 0.05% of the portfolio and ranks #288 among its holdings. This is a return to the name: Acorn Wealth Advisors previously reported a position in CATH as recently as Q4 2025.

Acorn Wealth Advisors first reported a position in CATH in Q4 2025 and has held it in 2 quarters since. 213 funds tracked by Wall St. Rank hold CATH as of Q2 2026.

  • Acorn Wealth Advisors held 2,453 shares of Global X S&P 500 Catholic Values ETF worth $217K as of Q2 2026.
  • Global X S&P 500 Catholic Values ETF was a new Acorn Wealth Advisors position in Q2 2026.
  • Global X S&P 500 Catholic Values ETF made up 0.05% of Acorn Wealth Advisors's portfolio in Q2 2026, its #288 holding.
  • Acorn Wealth Advisors first reported a position in Global X S&P 500 Catholic Values ETF in Q4 2025 and has held it in 2 quarters since.
  • 213 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q2 2026.

Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.