Alliance Wealth Advisors (Pennsylvania)’s Global X S&P 500 Catholic Values ETF CATH Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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	$285K	Hold	3,216	–	–	0.09%	136
2026 Q1	$251K	Buy	3,216 +120	+4%	+$9.81K	0.11%	142
2025 Q4	$255K	Hold	3,096	–	–	0.11%	141
2025 Q3	$251K	Hold	3,096	–	–	0.11%	137
2025 Q2	$234K	Buy	+3,096	New	+$215K	0.12%	135
2025 Q1	–	Sell	-2,946	Closed	-$209K	–	143
2024 Q4	$209K	Hold	2,946	–	–	0.12%	139
2024 Q3	$204K	Buy	+2,946	New	+$196K	0.12%	133

Other funds holding CATH

FEG

Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania)'s CATH Position: Q2 2026 in Review

Alliance Wealth Advisors (Pennsylvania) held its Global X S&P 500 Catholic Values ETF (CATH) position steady in Q2 2026 at 3,216 shares worth $285K. The position accounts for 0.09% of the portfolio, ranked #136.

Alliance Wealth Advisors (Pennsylvania) first reported a position in CATH in Q3 2024 and has held it in 7 quarters since. 212 funds tracked by Wall St. Rank hold CATH as of Q2 2026.

Alliance Wealth Advisors (Pennsylvania) held 3,216 shares of Global X S&P 500 Catholic Values ETF worth $285K as of Q2 2026.
Alliance Wealth Advisors (Pennsylvania) left its Global X S&P 500 Catholic Values ETF share count unchanged in Q2 2026.
Global X S&P 500 Catholic Values ETF made up 0.09% of Alliance Wealth Advisors (Pennsylvania)'s portfolio in Q2 2026, its #136 holding.
Alliance Wealth Advisors (Pennsylvania) first reported a position in Global X S&P 500 Catholic Values ETF in Q3 2024 and has held it in 7 quarters since.
212 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q2 2026.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 9 Jul 2026.