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

Bridges Investment 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	$360K	Hold	4,070	–	–	﹤0.01%	339
2026 Q1	$318K	Buy	4,070 +173	+4%	+$14.1K	﹤0.01%	332
2025 Q4	$320K	Hold	3,897	–	–	﹤0.01%	338
2025 Q3	$316K	Sell	3,897 -319	-8%	-$24.9K	﹤0.01%	349
2025 Q2	$318K	Buy	4,216 +165	+4%	+$11.5K	﹤0.01%	337
2025 Q1	$274K	Buy	4,051 +197	+5%	+$14K	﹤0.01%	352
2024 Q4	$273K	Hold	3,854	–	–	﹤0.01%	354
2024 Q3	$267K	Buy	3,854 +75	+2%	+$4.99K	﹤0.01%	364
2024 Q2	$247K	Buy	+3,779	New	+$239K	﹤0.01%	370

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 $77.5B AUM 28.19% 1-Year Est. Return

Bridges Investment Management's CATH Position: Q2 2026 in Review

Bridges Investment Management held its Global X S&P 500 Catholic Values ETF (CATH) position steady in Q2 2026 at 4,070 shares worth $360K. The position accounts for ﹤0.01% of the portfolio, ranked #339.

Bridges Investment Management first reported a position in CATH in Q2 2024 and has held it in 9 quarters since. 212 funds tracked by Wall St. Rank hold CATH as of Q2 2026.

Bridges Investment Management held 4,070 shares of Global X S&P 500 Catholic Values ETF worth $360K as of Q2 2026.
Bridges Investment 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 Bridges Investment Management's portfolio in Q2 2026, its #339 holding.
Bridges Investment Management first reported a position in Global X S&P 500 Catholic Values ETF in Q2 2024 and has held it in 9 quarters since.
212 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q2 2026.

Based on Bridges Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.