Cetera Advisor Networks’s Global X S&P 500 Catholic Values ETF CATH Stock Holding History

Cetera Advisor Networks’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
2024 Q1	$262K	Buy	4,115 +67	+2%	+$4.05K	﹤0.01%	2385
2023 Q4	$235K	Hold	4,048	–	–	﹤0.01%	2415
2023 Q3	$212K	Buy	+4,048	New	+$220K	﹤0.01%	2390
2022 Q3	–	Sell	-4,520	Closed	-$208K	–	2100
2022 Q2	$208K	Buy	+4,520	New	+$227K	﹤0.01%	1831
2020 Q3	–	Sell	-752	Closed	-$29K	–	1482
2020 Q2	$29K	Buy	+752	New	+$27.2K	﹤0.01%	2205

Other funds holding CATH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return

BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CFFNO

Common Fund For Nonprofit Organizations Wilton, Connecticut $1.09B AUM 22.7% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Cetera Advisor Networks's CATH Position: Q1 2024 in Review

Cetera Advisor Networks increased its Global X S&P 500 Catholic Values ETF (CATH) stake by 1.7% in Q1 2024, buying an estimated $4.05K and bringing the position to 4,115 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #2385.

Cetera Advisor Networks first reported a position in CATH in Q2 2020 and has held it in 5 quarters since. 146 funds tracked by Wall St. Rank hold CATH as of Q1 2024.

Cetera Advisor Networks held 4,115 shares of Global X S&P 500 Catholic Values ETF worth $262K as of Q1 2024.
Cetera Advisor Networks bought 67 Global X S&P 500 Catholic Values ETF shares in Q1 2024, an estimated $4.05K.
Global X S&P 500 Catholic Values ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2385 holding.
Cetera Advisor Networks first reported a position in Global X S&P 500 Catholic Values ETF in Q2 2020 and has held it in 5 quarters since.
146 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.