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

Amplius 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
2022
Q1 		– Sell
-305
Closed -$17K – 274
2021
Q4 		$17K Buy
+305
New +$17.5K ﹤0.01% 489

Other funds holding CATH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $507M AUM 19.94% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
FBT
First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Amplius Wealth Advisors's CATH Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Global X S&P 500 Catholic Values ETF (CATH) in Q1 2022, closing a stake of 305 shares — an estimated $17K sold.

Amplius Wealth Advisors first reported a position in CATH in Q4 2021 and held it in 1 quarter. The position peaked at $17K in Q4 2021. 114 funds tracked by Wall St. Rank hold CATH as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining Global X S&P 500 Catholic Values ETF position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 305 Global X S&P 500 Catholic Values ETF shares in Q1 2022, an estimated $17K.
  • Amplius Wealth Advisors first reported a position in Global X S&P 500 Catholic Values ETF in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's Global X S&P 500 Catholic Values ETF position peaked at $17K in Q4 2021.
  • 114 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.