Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Global X S&P 500 Catholic Values ETF CATH Stock Holding History

Cambridge Investment Research Advisors’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
Q1 		$1M Sell
12,803
-2,142
-14% -$175K ﹤0.01% 2164
2025
Q4 		$1.23M Buy
14,945
+1,021
+7% +$83.6K ﹤0.01% 1930
2025
Q3 		$1.13M Buy
13,924
+573
+4% +$44.8K ﹤0.01% 1963
2025
Q2 		$1.01M Sell
13,351
-1,097
-8% -$76.3K ﹤0.01% 1939
2025
Q1 		$976K Buy
14,448
+1,247
+9% +$88.5K ﹤0.01% 1883
2024
Q4 		$935K Buy
13,201
+1,171
+10% +$83.6K ﹤0.01% 1928
2024
Q3 		$835K Sell
12,030
-16,253
-57% -$1.08M ﹤0.01% 1990
2024
Q2 		$1.85M Buy
28,283
+7,215
+34% +$456K 0.01% 1331
2024
Q1 		$1.34M Buy
21,068
+6,714
+47% +$406K 0.01% 1531
2023
Q4 		$832K Buy
14,354
+1,841
+15% +$100K ﹤0.01% 1773
2023
Q3 		$654K Buy
12,513
+612
+5% +$33.3K ﹤0.01% 1865
2023
Q2 		$648K Buy
11,901
+2,545
+27% +$131K ﹤0.01% 1939
2023
Q1 		$470K Buy
9,356
+889
+10% +$43.3K ﹤0.01% 2131
2022
Q4 		$394K Buy
8,467
+1,751
+26% +$82.2K ﹤0.01% 2214
2022
Q3 		$293K Buy
6,716
+1,599
+31% +$77.6K ﹤0.01% 2377
2022
Q2 		$235K Sell
5,117
-707
-12% -$35.5K ﹤0.01% 2581
2022
Q1 		$325K Buy
5,824
+163
+3% +$8.96K ﹤0.01% 2476
2021
Q4 		$334K Buy
5,661
+1,763
+45% +$101K ﹤0.01% 2431
2021
Q3 		$210K Buy
3,898
+33
+0.9% +$1.81K ﹤0.01% 2773
2021
Q2 		$206K Buy
+3,865
New +$201K ﹤0.01% 2806

Other funds holding CATH

FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $507M AUM 19.94% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cambridge Investment Research Advisors's CATH Position: Q1 2026 in Review

Cambridge Investment Research Advisors reduced its Global X S&P 500 Catholic Values ETF (CATH) stake by 14% in Q1 2026, selling an estimated $175K and leaving 12,803 shares worth $1M. The position accounts for ﹤0.01% of the portfolio, ranked #2164.

Cambridge Investment Research Advisors first reported a position in CATH in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.85M in Q2 2024. 204 funds tracked by Wall St. Rank hold CATH as of Q1 2026.

  • Cambridge Investment Research Advisors held 12,803 shares of Global X S&P 500 Catholic Values ETF worth $1M as of Q1 2026.
  • Cambridge Investment Research Advisors sold 2,142 Global X S&P 500 Catholic Values ETF shares in Q1 2026, an estimated $175K.
  • Global X S&P 500 Catholic Values ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #2164 holding.
  • Cambridge Investment Research Advisors first reported a position in Global X S&P 500 Catholic Values ETF in Q2 2021 and has held it in 20 quarters since.
  • Cambridge Investment Research Advisors's Global X S&P 500 Catholic Values ETF position peaked at $1.85M in Q2 2024.
  • 204 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.