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

Cetera Investment Advisers’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 		$919K Sell
10,387
-69
-0.7% -$5.99K ﹤0.01% 3124
2026
Q1 		$817K Buy
10,456
+2,597
+33% +$212K ﹤0.01% 3085
2025
Q4 		$646K Buy
7,859
+495
+7% +$40.5K ﹤0.01% 3212
2025
Q3 		$597K Buy
7,364
+323
+5% +$25.2K ﹤0.01% 3231
2025
Q2 		$531K Buy
7,041
+1,615
+30% +$112K ﹤0.01% 2920
2025
Q1 		$366K Sell
5,426
-121
-2% -$8.59K ﹤0.01% 3104
2024
Q4 		$393K Sell
5,547
-1,003
-15% -$71.6K ﹤0.01% 2885
2024
Q3 		$455K Hold
6,550
– – ﹤0.01% 2722
2024
Q2 		$428K Buy
6,550
+792
+14% +$50.1K ﹤0.01% 2715
2024
Q1 		$366K Buy
+5,758
New +$348K ﹤0.01% 2857

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 $77.5B AUM 28.19% 1-Year Est. Return

Cetera Investment Advisers's CATH Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Global X S&P 500 Catholic Values ETF (CATH) stake by 0.66% in Q2 2026, selling an estimated $5.99K and leaving 10,387 shares worth $919K. The position accounts for ﹤0.01% of the portfolio, ranked #3124.

Cetera Investment Advisers first reported a position in CATH in Q1 2024 and has held it in 10 quarters since. 212 funds tracked by Wall St. Rank hold CATH as of Q2 2026.

  • Cetera Investment Advisers held 10,387 shares of Global X S&P 500 Catholic Values ETF worth $919K as of Q2 2026.
  • Cetera Investment Advisers sold 69 Global X S&P 500 Catholic Values ETF shares in Q2 2026, an estimated $5.99K.
  • Global X S&P 500 Catholic Values ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3124 holding.
  • Cetera Investment Advisers first reported a position in Global X S&P 500 Catholic Values ETF in Q1 2024 and has held it in 10 quarters since.
  • 212 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.