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

Atria Wealth Solutions’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 Q2	$363K	Buy	4,788 +24	+0.5%	+$1.67K	0.01%	1070
2025 Q1	$322K	Hold	4,764	–	–	﹤0.01%	1431
2024 Q4	$339K	Buy	4,764 +341	+8%	+$24.3K	﹤0.01%	1470
2024 Q3	$307K	Buy	4,423 +170	+4%	+$11.3K	﹤0.01%	1496
2024 Q2	$279K	Buy	+4,253	New	+$269K	﹤0.01%	1552

Other funds holding CATH

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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 $445B AUM 25.58% 1-Year Est. Return

Atria Wealth Solutions's CATH Position: Q2 2025 in Review

Atria Wealth Solutions increased its Global X S&P 500 Catholic Values ETF (CATH) stake by 0.5% in Q2 2025, buying an estimated $1.67K and bringing the position to 4,788 shares worth $363K. The position accounts for 0.01% of the portfolio, ranked #1070.

Atria Wealth Solutions first reported a position in CATH in Q2 2024 and has held it in 5 quarters since. 187 funds tracked by Wall St. Rank hold CATH as of Q2 2025.

Atria Wealth Solutions held 4,788 shares of Global X S&P 500 Catholic Values ETF worth $363K as of Q2 2025.
Atria Wealth Solutions bought 24 Global X S&P 500 Catholic Values ETF shares in Q2 2025, an estimated $1.67K.
Global X S&P 500 Catholic Values ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1070 holding.
Atria Wealth Solutions first reported a position in Global X S&P 500 Catholic Values ETF in Q2 2024 and has held it in 5 quarters since.
187 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.