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

Aptus Capital 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	$27.7K	Hold	313	–	–	﹤0.01%	1470
2026 Q1	$24.5K	Hold	313	–	–	﹤0.01%	1375
2025 Q4	$25.7K	Hold	313	–	–	﹤0.01%	1383
2025 Q3	$25.4K	Hold	313	–	–	﹤0.01%	1322
2025 Q2	$23.6K	Buy	313 +40	+15%	+$2.78K	﹤0.01%	1260
2025 Q1	$18.4K	Buy	273 +21	+8%	+$1.49K	﹤0.01%	1218
2024 Q4	$18K	Buy	+252	New	+$18K	﹤0.01%	1226

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

Aptus Capital Advisors's CATH Position: Q2 2026 in Review

Aptus Capital Advisors held its Global X S&P 500 Catholic Values ETF (CATH) position steady in Q2 2026 at 313 shares worth $27.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1470.

Aptus Capital Advisors first reported a position in CATH in Q4 2024 and has held it in 7 quarters since. 212 funds tracked by Wall St. Rank hold CATH as of Q2 2026.

Aptus Capital Advisors held 313 shares of Global X S&P 500 Catholic Values ETF worth $27.7K as of Q2 2026.
Aptus Capital Advisors 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 ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1470 holding.
Aptus Capital Advisors first reported a position in Global X S&P 500 Catholic Values ETF in Q4 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 Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.