Coppell Advisory Solutions’s Global X S&P 500 Catholic Values ETF CATH Stock Holding History

Coppell Advisory Solutions’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 Q1	–	Sell	-2,430	Closed	-$201K	–	57
2025 Q4	$201K	Buy	+2,430	New	+$199K	0.02%	385
2025 Q1	–	Sell	-2,571	Closed	-$183K	–	555
2024 Q4	$183K	Sell	2,571 -1	-0%	-$71	0.03%	293
2024 Q3	$177K	Sell	2,572 -54	-2%	-$3.59K	0.03%	305
2024 Q2	$172K	Buy	+2,626	New	+$166K	0.03%	286
2023 Q4	$157K	Buy	2,705 +596	+28%	+$32.4K	0.03%	292
2023 Q3	$98.1K	Buy	2,109 +124	+6%	+$6.75K	0.03%	220
2023 Q2	$107K	Buy	+1,985	New	+$102K	0.03%	258
2023 Q1	–	Sell	-2,109	Closed	-$98.1K	–	336
2022 Q4	$98.1K	Buy	+2,109	New	+$99K	0.03%	222

Other funds holding CATH

FEG

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

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 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

CIA

Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 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

Coppell Advisory Solutions's CATH Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of Global X S&P 500 Catholic Values ETF (CATH) in Q1 2026, closing a stake of 2,430 shares — an estimated $201K sold.

Coppell Advisory Solutions first reported a position in CATH in Q4 2022 and held it in 8 quarters. The position peaked at $201K in Q4 2025. 205 funds tracked by Wall St. Rank hold CATH as of Q1 2026.

Coppell Advisory Solutions reported no remaining Global X S&P 500 Catholic Values ETF position as of Q1 2026 after selling out during the quarter.
Coppell Advisory Solutions sold 2,430 Global X S&P 500 Catholic Values ETF shares in Q1 2026, an estimated $201K.
Coppell Advisory Solutions first reported a position in Global X S&P 500 Catholic Values ETF in Q4 2022 and held it in 8 quarters.
Coppell Advisory Solutions's Global X S&P 500 Catholic Values ETF position peaked at $201K in Q4 2025.
205 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.