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

Calamos Wealth 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 		$221K Buy
+2,496
New +$217K 0.01% 424
2026
Q1 		– Sell
-2,496
Closed -$205K – 552
2025
Q4 		$205K Hold
2,496
– – 0.01% 440
2025
Q3 		$202K Buy
+2,496
New +$195K 0.01% 403

Other funds holding CATH

FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BA
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Calamos Wealth Management's CATH Position: Q2 2026 in Review

Calamos Wealth Management opened a new position in Global X S&P 500 Catholic Values ETF (CATH) in Q2 2026: 2,496 shares worth $221K. The stake represents 0.01% of the portfolio and ranks #424 among its holdings. This is a return to the name: Calamos Wealth Management previously reported a position in CATH as recently as Q4 2025.

Calamos Wealth Management first reported a position in CATH in Q3 2025 and has held it in 3 quarters since. 212 funds tracked by Wall St. Rank hold CATH as of Q2 2026.

  • Calamos Wealth Management held 2,496 shares of Global X S&P 500 Catholic Values ETF worth $221K as of Q2 2026.
  • Global X S&P 500 Catholic Values ETF was a new Calamos Wealth Management position in Q2 2026.
  • Global X S&P 500 Catholic Values ETF made up 0.01% of Calamos Wealth Management's portfolio in Q2 2026, its #424 holding.
  • Calamos Wealth Management first reported a position in Global X S&P 500 Catholic Values ETF in Q3 2025 and has held it in 3 quarters since.
  • 212 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q2 2026.

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