Beacon Pointe Advisors’s Global X S&P 500 Catholic Values ETF CATH Stock Holding History

Beacon Pointe Advisors’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	$3.55M	Buy	+45,362	New	+$3.71M	0.02%	566
2025 Q3	–	Sell	-3,033	Closed	-$229K	–	1396
2025 Q2	$229K	Hold	3,033	–	–	﹤0.01%	1149
2025 Q1	$205K	Hold	3,033	–	–	﹤0.01%	1146
2024 Q4	$215K	Hold	3,033	–	–	﹤0.01%	1125
2024 Q3	$210K	Buy	+3,033	New	+$202K	﹤0.01%	1146

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

Beacon Pointe Advisors's CATH Position: Q1 2026 in Review

Beacon Pointe Advisors opened a new position in Global X S&P 500 Catholic Values ETF (CATH) in Q1 2026: 45,362 shares worth $3.55M. The stake represents 0.02% of the portfolio and ranks #566 among its holdings. This is a return to the name: Beacon Pointe Advisors previously reported a position in CATH as recently as Q2 2025.

Beacon Pointe Advisors first reported a position in CATH in Q3 2024 and has held it in 5 quarters since. 204 funds tracked by Wall St. Rank hold CATH as of Q1 2026.

Beacon Pointe Advisors held 45,362 shares of Global X S&P 500 Catholic Values ETF worth $3.55M as of Q1 2026.
Global X S&P 500 Catholic Values ETF was a new Beacon Pointe Advisors position in Q1 2026.
Global X S&P 500 Catholic Values ETF made up 0.02% of Beacon Pointe Advisors's portfolio in Q1 2026, its #566 holding.
Beacon Pointe Advisors first reported a position in Global X S&P 500 Catholic Values ETF in Q3 2024 and has held it in 5 quarters since.
204 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.