Calamos Wealth Management
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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
Q3 		$226K Hold
2,496
– – 0.01% 434
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

Fund Evaluation Group
Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return
Central Trust Company
Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
BCM Advisors
BCM Advisors Lafayette, Louisiana $515M AUM 12.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
SFS
Security Financial Services Fort Wayne, Indiana $750M AUM 14.74% 1-Year Est. Return
FBT
First Bank & Trust Brookings, South Dakota $687M AUM 18.35% 1-Year Est. Return

Calamos Wealth Management's CATH Position: Q3 2026 in Review

Calamos Wealth Management held its Global X S&P 500 Catholic Values ETF (CATH) position steady in Q3 2026 at 2,496 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #434.

Calamos Wealth Management first reported a position in CATH in Q3 2025 and has held it in 4 quarters since. 119 funds tracked by Wall St. Rank hold CATH as of Q3 2026.

  • Calamos Wealth Management held 2,496 shares of Global X S&P 500 Catholic Values ETF worth $226K as of Q3 2026.
  • Calamos Wealth Management left its Global X S&P 500 Catholic Values ETF share count unchanged in Q3 2026.
  • Global X S&P 500 Catholic Values ETF made up 0.01% of Calamos Wealth Management's portfolio in Q3 2026, its #434 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 4 quarters since.
  • 119 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q3 2026.

Based on Calamos Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.