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

Bravera Wealth’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 		$1.76M Buy
19,900
+200
+1% +$17.4K 0.68% 32
2026
Q1 		$1.54M Hold
19,700
– – 0.69% 33
2025
Q4 		$1.62M Buy
+19,700
New +$1.61M 0.81% 30

Other funds holding CATH

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
FBT
First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return
TCOT
Trust Company of Toledo Holland, Ohio $1.2B AUM 33.38% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return

Bravera Wealth's CATH Position: Q2 2026 in Review

Bravera Wealth increased its Global X S&P 500 Catholic Values ETF (CATH) stake by 1% in Q2 2026, buying an estimated $17.4K and bringing the position to 19,900 shares worth $1.76M. The position accounts for 0.68% of the portfolio, ranked #32.

Bravera Wealth first reported a position in CATH in Q4 2025 and has held it in 3 quarters since. 56 funds tracked by Wall St. Rank hold CATH as of Q2 2026.

  • Bravera Wealth held 19,900 shares of Global X S&P 500 Catholic Values ETF worth $1.76M as of Q2 2026.
  • Bravera Wealth bought 200 Global X S&P 500 Catholic Values ETF shares in Q2 2026, an estimated $17.4K.
  • Global X S&P 500 Catholic Values ETF made up 0.68% of Bravera Wealth's portfolio in Q2 2026, its #32 holding.
  • Bravera Wealth first reported a position in Global X S&P 500 Catholic Values ETF in Q4 2025 and has held it in 3 quarters since.
  • 56 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q2 2026.

Based on Bravera Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.