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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 $5.08B AUM 25.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $18.1B AUM 18.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return