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
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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

BCM Advisors Lafayette, Louisiana $507M AUM 19.94% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Atlanta Consulting Group Advisors's CATH Position: Q1 2025 in Review

Atlanta Consulting Group Advisors sold out of Global X S&P 500 Catholic Values ETF (CATH) in Q1 2025, closing a stake of 38,217 shares — an estimated $2.71M sold.

Atlanta Consulting Group Advisors first reported a position in CATH in Q2 2024 and held it in 3 quarters. The position peaked at $4.99M in Q2 2024. 179 funds tracked by Wall St. Rank hold CATH as of Q1 2025.

Atlanta Consulting Group Advisors reported no remaining Global X S&P 500 Catholic Values ETF position as of Q1 2025 after selling out during the quarter.
Atlanta Consulting Group Advisors sold 38,217 Global X S&P 500 Catholic Values ETF shares in Q1 2025, an estimated $2.71M.
Atlanta Consulting Group Advisors first reported a position in Global X S&P 500 Catholic Values ETF in Q2 2024 and held it in 3 quarters.
Atlanta Consulting Group Advisors's Global X S&P 500 Catholic Values ETF position peaked at $4.99M in Q2 2024.
179 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q1 2025.

Based on Atlanta Consulting Group Advisors's 13F filing for Q1 2025, filed 15 May 2025.