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 Q2	$298K	Hold	3,355	–	–	0.01%	264
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 $3.7B 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

Becker Capital Management's CATH Position: Q2 2026 in Review

Becker Capital Management held its Global X S&P 500 Catholic Values ETF (CATH) position steady in Q2 2026 at 3,355 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #264.

Becker Capital Management first reported a position in CATH in Q1 2025 and has held it in 6 quarters since. 212 funds tracked by Wall St. Rank hold CATH as of Q2 2026.

Becker Capital Management held 3,355 shares of Global X S&P 500 Catholic Values ETF worth $298K as of Q2 2026.
Becker Capital Management left its Global X S&P 500 Catholic Values ETF share count unchanged in Q2 2026.
Global X S&P 500 Catholic Values ETF made up 0.01% of Becker Capital Management's portfolio in Q2 2026, its #264 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 6 quarters since.
212 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q2 2026.

Based on Becker Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.