CIBC Private Wealth Group
CATH icon

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 $3.25B AUM 14.16% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $507M AUM 19.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return