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

Becker Capital 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
2026
Q1 		$262K Hold
3,355
– – 0.01% 273
2025
Q4 		$277K Hold
3,355
– – 0.01% 274
2025
Q3 		$272K Hold
3,355
– – 0.01% 267
2025
Q2 		$254K Sell
3,355
-480
-13% -$33.4K 0.01% 263
2025
Q1 		$259K Buy
+3,835
New +$272K 0.01% 252

Other funds holding CATH

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
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
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
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Becker Capital Management's CATH Position: Q1 2026 in Review

Becker Capital Management held its Global X S&P 500 Catholic Values ETF (CATH) position steady in Q1 2026 at 3,355 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #273.

Becker Capital Management first reported a position in CATH in Q1 2025 and has held it in 5 quarters since. The position peaked at $277K in Q4 2025. 204 funds tracked by Wall St. Rank hold CATH as of Q1 2026.

  • Becker Capital Management held 3,355 shares of Global X S&P 500 Catholic Values ETF worth $262K as of Q1 2026.
  • Becker Capital Management left its Global X S&P 500 Catholic Values ETF share count unchanged in Q1 2026.
  • Global X S&P 500 Catholic Values ETF made up 0.01% of Becker Capital Management's portfolio in Q1 2026, its #273 holding.
  • Becker Capital Management first reported a position in Global X S&P 500 Catholic Values ETF in Q1 2025 and has held it in 5 quarters since.
  • Becker Capital Management's Global X S&P 500 Catholic Values ETF position peaked at $277K in Q4 2025.
  • 204 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q1 2026.

Based on Becker Capital Management's 13F filing for Q1 2026, filed 11 May 2026.