CIBC Private Wealth Group’s Global X S&P 500 Catholic Values ETF CATH Stock Holding History

CIBC Private Wealth Group’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
2025 Q4	$229K	Hold	2,786	–	–	﹤0.01%	1133
2025 Q3	$226K	Hold	2,786	–	–	﹤0.01%	1131
2025 Q2	$210K	Hold	2,786	–	–	﹤0.01%	1111
2025 Q1	$167K	Hold	2,786	–	–	﹤0.01%	1143
2024 Q4	$199K	Hold	2,786	–	–	﹤0.01%	1156
2024 Q3	$193K	Hold	2,786	–	–	﹤0.01%	1204
2024 Q2	$186K	Hold	2,786	–	–	﹤0.01%	1137
2024 Q1	$177K	Sell	2,786 -1,520	-35%	-$91.9K	﹤0.01%	1175
2023 Q4	$250K	Hold	4,306	–	–	﹤0.01%	995
2023 Q3	$225K	Buy	+4,306	New	+$234K	﹤0.01%	969

Other funds holding CATH

FEG

Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

CIBC Private Wealth Group's CATH Position: Q4 2025 in Review

CIBC Private Wealth Group held its Global X S&P 500 Catholic Values ETF (CATH) position steady in Q4 2025 at 2,786 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #1133.

CIBC Private Wealth Group first reported a position in CATH in Q3 2023 and has held it in 10 quarters since. The position peaked at $250K in Q4 2023. 203 funds tracked by Wall St. Rank hold CATH as of Q4 2025.

CIBC Private Wealth Group held 2,786 shares of Global X S&P 500 Catholic Values ETF worth $229K as of Q4 2025.
CIBC Private Wealth Group left its Global X S&P 500 Catholic Values ETF share count unchanged in Q4 2025.
Global X S&P 500 Catholic Values ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1133 holding.
CIBC Private Wealth Group first reported a position in Global X S&P 500 Catholic Values ETF in Q3 2023 and has held it in 10 quarters since.
CIBC Private Wealth Group's Global X S&P 500 Catholic Values ETF position peaked at $250K in Q4 2023.
203 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.