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

Atlanta Consulting Group 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 		$2.54M Buy
+28,617
New +$2.48M 0.4% 43
2025
Q1 		– Sell
-38,217
Closed -$2.71M – 125
2024
Q4 		$2.71M Buy
38,217
+217
+0.6% +$15.5K 1% 21
2024
Q3 		$2.64M Sell
38,000
-38,308
-50% -$2.55M 0.65% 28
2024
Q2 		$4.99M Buy
+76,308
New +$4.83M 1.08% 16

Other funds holding CATH

FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BA
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Atlanta Consulting Group Advisors's CATH Position: Q2 2026 in Review

Atlanta Consulting Group Advisors opened a new position in Global X S&P 500 Catholic Values ETF (CATH) in Q2 2026: 28,617 shares worth $2.54M. The stake represents 0.4% of the portfolio and ranks #43 among its holdings. This is a return to the name: Atlanta Consulting Group Advisors previously reported a position in CATH as recently as Q4 2024.

Atlanta Consulting Group Advisors first reported a position in CATH in Q2 2024 and has held it in 4 quarters since. The position peaked at $4.99M in Q2 2024. 212 funds tracked by Wall St. Rank hold CATH as of Q2 2026.

  • Atlanta Consulting Group Advisors held 28,617 shares of Global X S&P 500 Catholic Values ETF worth $2.54M as of Q2 2026.
  • Global X S&P 500 Catholic Values ETF was a new Atlanta Consulting Group Advisors position in Q2 2026.
  • Global X S&P 500 Catholic Values ETF made up 0.4% of Atlanta Consulting Group Advisors's portfolio in Q2 2026, its #43 holding.
  • Atlanta Consulting Group Advisors first reported a position in Global X S&P 500 Catholic Values ETF in Q2 2024 and has held it in 4 quarters since.
  • Atlanta Consulting Group Advisors's Global X S&P 500 Catholic Values ETF position peaked at $4.99M in Q2 2024.
  • 212 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q2 2026.

Based on Atlanta Consulting Group Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.