Baird Financial Group’s Global X S&P 500 Catholic Values ETF CATH Stock Holding History

Baird Financial Group’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 Q1	$4.43M	Buy	56,642 +3,244	+6%	+$265K	0.01%	768
2025 Q4	$4.39M	Hold	53,398	–	–	0.01%	773
2025 Q3	$4.33M	Sell	53,398 -322	-0.6%	-$25.1K	0.01%	787
2025 Q2	$4.05M	Hold	53,720	–	–	0.01%	786
2025 Q1	$3.63M	Buy	53,720 +110	+0.2%	+$7.81K	0.01%	783
2024 Q4	$3.8M	Sell	53,610 -4,560	-8%	-$326K	0.01%	765
2024 Q3	$4.04M	Buy	58,170 +10,380	+22%	+$691K	0.01%	744
2024 Q2	$3.13M	Buy	+47,790	New	+$3.02M	0.01%	820
2022 Q1	–	Sell	-4,105	Closed	-$242K	–	1815
2021 Q4	$242K	Buy	+4,105	New	+$235K	﹤0.01%	1759

Other funds holding CATH

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

CTC

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

CIA

Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return

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

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

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

Baird Financial Group's CATH Position: Q1 2026 in Review

Baird Financial Group increased its Global X S&P 500 Catholic Values ETF (CATH) stake by 6.1% in Q1 2026, buying an estimated $265K and bringing the position to 56,642 shares worth $4.43M. The position accounts for 0.01% of the portfolio, ranked #768.

Baird Financial Group first reported a position in CATH in Q4 2021 and has held it in 9 quarters since. 204 funds tracked by Wall St. Rank hold CATH as of Q1 2026.

Baird Financial Group held 56,642 shares of Global X S&P 500 Catholic Values ETF worth $4.43M as of Q1 2026.
Baird Financial Group bought 3,244 Global X S&P 500 Catholic Values ETF shares in Q1 2026, an estimated $265K.
Global X S&P 500 Catholic Values ETF made up 0.01% of Baird Financial Group's portfolio in Q1 2026, its #768 holding.
Baird Financial Group first reported a position in Global X S&P 500 Catholic Values ETF in Q4 2021 and has held it in 9 quarters since.
204 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.