Cerity Partners
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Cerity Partners’s Global X S&P 500 Catholic Values ETF CATH Stock Holding History

Cerity Partners’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 		$5.52M Buy
62,338
+1
+0% +$87 0.01% 1050
2026
Q1 		$4.87M Hold
62,337
– – 0.01% 1024
2025
Q4 		$5.13M Hold
62,337
– – 0.01% 910
2025
Q3 		$5.05M Buy
62,337
+1,063
+2% +$83K 0.01% 850
2025
Q2 		$4.62M Hold
61,274
– – 0.01% 833
2025
Q1 		$4.14M Buy
61,274
+37
+0.1% +$2.63K 0.01% 801
2024
Q4 		$4.34M Buy
+61,237
New +$4.37M 0.01% 767

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

Cerity Partners's CATH Position: Q2 2026 in Review

Cerity Partners increased its Global X S&P 500 Catholic Values ETF (CATH) stake by 0% in Q2 2026, buying an estimated $87 and bringing the position to 62,338 shares worth $5.52M. The position accounts for 0.01% of the portfolio, ranked #1050.

Cerity Partners first reported a position in CATH in Q4 2024 and has held it in 7 quarters since. 213 funds tracked by Wall St. Rank hold CATH as of Q2 2026.

  • Cerity Partners held 62,338 shares of Global X S&P 500 Catholic Values ETF worth $5.52M as of Q2 2026.
  • Cerity Partners bought 1 Global X S&P 500 Catholic Values ETF share in Q2 2026, an estimated $87.
  • Global X S&P 500 Catholic Values ETF made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #1050 holding.
  • Cerity Partners first reported a position in Global X S&P 500 Catholic Values ETF in Q4 2024 and has held it in 7 quarters since.
  • 213 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.