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

Ancora 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
2025
Q4 		– Sell
-164
Closed -$13.3K – 2444
2025
Q3 		$13.3K Buy
+164
New +$12.8K ﹤0.01% 1334

Other funds holding CATH

FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $507M AUM 19.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Ancora Advisors's CATH Position: Q4 2025 in Review

Ancora Advisors sold out of Global X S&P 500 Catholic Values ETF (CATH) in Q4 2025, closing a stake of 164 shares — an estimated $13.3K sold.

Ancora Advisors first reported a position in CATH in Q3 2025 and held it in 1 quarter. The position peaked at $13.3K in Q3 2025. 202 funds tracked by Wall St. Rank hold CATH as of Q4 2025.

  • Ancora Advisors reported no remaining Global X S&P 500 Catholic Values ETF position as of Q4 2025 after selling out during the quarter.
  • Ancora Advisors sold 164 Global X S&P 500 Catholic Values ETF shares in Q4 2025, an estimated $13.3K.
  • Ancora Advisors first reported a position in Global X S&P 500 Catholic Values ETF in Q3 2025 and held it in 1 quarter.
  • Ancora Advisors's Global X S&P 500 Catholic Values ETF position peaked at $13.3K in Q3 2025.
  • 202 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q4 2025.

Based on Ancora Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.