Barnes Wealth Management Group’s Global X S&P 500 Catholic Values ETF CATH Stock Holding History

Barnes Wealth Management 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 Q2	$270K	Buy	3,054 +91	+3%	+$7.9K	0.13%	154
2026 Q1	$232K	Buy	2,963 +12	+0.4%	+$981	0.12%	168
2025 Q4	$243K	Sell	2,951 -25	-0.8%	-$2.05K	0.13%	152
2025 Q3	$241K	Buy	2,976 +92	+3%	+$7.18K	0.13%	150
2025 Q2	$218K	Buy	+2,884	New	+$201K	0.13%	147
2025 Q1	–	Sell	-2,893	Closed	-$205K	–	161
2024 Q4	$205K	Buy	+2,893	New	+$207K	0.14%	136

Other funds holding CATH

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

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

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

CIA

Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Barnes Wealth Management Group's CATH Position: Q2 2026 in Review

Barnes Wealth Management Group increased its Global X S&P 500 Catholic Values ETF (CATH) stake by 3.1% in Q2 2026, buying an estimated $7.9K and bringing the position to 3,054 shares worth $270K. The position accounts for 0.13% of the portfolio, ranked #154.

Barnes Wealth Management Group first reported a position in CATH in Q4 2024 and has held it in 6 quarters since. 213 funds tracked by Wall St. Rank hold CATH as of Q2 2026.

Barnes Wealth Management Group held 3,054 shares of Global X S&P 500 Catholic Values ETF worth $270K as of Q2 2026.
Barnes Wealth Management Group bought 91 Global X S&P 500 Catholic Values ETF shares in Q2 2026, an estimated $7.9K.
Global X S&P 500 Catholic Values ETF made up 0.13% of Barnes Wealth Management Group's portfolio in Q2 2026, its #154 holding.
Barnes Wealth Management Group first reported a position in Global X S&P 500 Catholic Values ETF in Q4 2024 and has held it in 6 quarters since.
213 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.