Ameritas Advisory Services’s Global X S&P 500 Catholic Values ETF CATH Stock Holding History

Ameritas Advisory Services’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	$402K	Buy	4,545 +921	+25%	+$80K	0.01%	859
2026 Q1	$283K	Sell	3,624 -17	-0.5%	-$1.39K	0.01%	793
2025 Q4	$299K	Buy	3,641 +2,955	+431%	+$242K	0.01%	768
2025 Q3	$55.6K	Sell	686 -2,747	-80%	-$215K	﹤0.01%	1042
2025 Q2	$259K	Buy	3,433 +183	+6%	+$12.7K	0.01%	666
2025 Q1	$220K	Sell	3,250 -334	-9%	-$23.7K	0.01%	794
2024 Q4	$254K	Sell	3,584 -166	-4%	-$11.9K	0.01%	765
2024 Q3	$260K	Hold	3,750	–	–	0.01%	725
2024 Q2	$245K	Hold	3,750	–	–	0.01%	797
2024 Q1	$239K	Sell	3,750 -225	-6%	-$13.6K	0.01%	772
2023 Q4	$231K	Hold	3,975	–	–	0.01%	632
2023 Q3	$208K	Buy	+3,975	New	+$216K	0.01%	745
2023 Q2	–	Sell	-4,102	Closed	-$208K	–	838
2023 Q1	$208K	Buy	+4,102	New	+$200K	0.01%	758
2022 Q4	–	Sell	-4,615	Closed	-$201K	–	885
2022 Q3	$201K	Hold	4,615	–	–	0.01%	713
2022 Q2	$212K	Sell	4,615 -350	-7%	-$17.6K	0.01%	734
2022 Q1	$277K	Hold	4,965	–	–	0.01%	686
2021 Q4	$292K	Buy	+4,965	New	+$284K	0.01%	656

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

Ameritas Advisory Services's CATH Position: Q2 2026 in Review

Ameritas Advisory Services increased its Global X S&P 500 Catholic Values ETF (CATH) stake by 25% in Q2 2026, buying an estimated $80K and bringing the position to 4,545 shares worth $402K. The position accounts for 0.01% of the portfolio, ranked #859.

Ameritas Advisory Services first reported a position in CATH in Q4 2021 and has held it in 17 quarters since. 212 funds tracked by Wall St. Rank hold CATH as of Q2 2026.

Ameritas Advisory Services held 4,545 shares of Global X S&P 500 Catholic Values ETF worth $402K as of Q2 2026.
Ameritas Advisory Services bought 921 Global X S&P 500 Catholic Values ETF shares in Q2 2026, an estimated $80K.
Global X S&P 500 Catholic Values ETF made up 0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #859 holding.
Ameritas Advisory Services first reported a position in Global X S&P 500 Catholic Values ETF in Q4 2021 and has held it in 17 quarters since.
212 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.