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

BCGM Wealth Management’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
2022
Q2 		– Sell
-5,733
Closed -$291K – 105
2022
Q1 		$291K Buy
5,733
+2,006
+54% +$110K 0.16% 88
2021
Q4 		$220K Hold
3,727
– – 0.12% 101
2021
Q3 		$214K Buy
+3,727
New +$205K 0.12% 95

Other funds holding CATH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
HCC
Hirtle Callaghan & Co West Conshohocken, Pennsylvania $2.92B AUM 17.65% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $507M AUM 19.94% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

BCGM Wealth Management's CATH Position: Q2 2022 in Review

BCGM Wealth Management sold out of Global X S&P 500 Catholic Values ETF (CATH) in Q2 2022, closing a stake of 5,733 shares — an estimated $291K sold.

BCGM Wealth Management first reported a position in CATH in Q3 2021 and held it in 3 quarters. The position peaked at $291K in Q1 2022. 114 funds tracked by Wall St. Rank hold CATH as of Q2 2022.

  • BCGM Wealth Management reported no remaining Global X S&P 500 Catholic Values ETF position as of Q2 2022 after selling out during the quarter.
  • BCGM Wealth Management sold 5,733 Global X S&P 500 Catholic Values ETF shares in Q2 2022, an estimated $291K.
  • BCGM Wealth Management first reported a position in Global X S&P 500 Catholic Values ETF in Q3 2021 and held it in 3 quarters.
  • BCGM Wealth Management's Global X S&P 500 Catholic Values ETF position peaked at $291K in Q1 2022.
  • 114 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q2 2022.

Based on BCGM Wealth Management's 13F filing for Q2 2022, filed 1 Aug 2022.