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CoreCap Advisors’s Global X S&P 500 Catholic Values ETF CATH Stock Holding History

CoreCap Advisors’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
2022
Q1 		– Sell
-2,731
Closed -$161K – 773
2021
Q4 		$161K Buy
+2,731
New +$156K 0.01% 589

Other funds holding CATH

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
BA
BCM Advisors Lafayette, Louisiana $507M AUM 19.94% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
FBT
First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CoreCap Advisors's CATH Position: Q1 2022 in Review

CoreCap Advisors sold out of Global X S&P 500 Catholic Values ETF (CATH) in Q1 2022, closing a stake of 2,731 shares — an estimated $161K sold.

CoreCap Advisors first reported a position in CATH in Q4 2021 and held it in 1 quarter. The position peaked at $161K in Q4 2021. 114 funds tracked by Wall St. Rank hold CATH as of Q1 2022.

  • CoreCap Advisors reported no remaining Global X S&P 500 Catholic Values ETF position as of Q1 2022 after selling out during the quarter.
  • CoreCap Advisors sold 2,731 Global X S&P 500 Catholic Values ETF shares in Q1 2022, an estimated $161K.
  • CoreCap Advisors first reported a position in Global X S&P 500 Catholic Values ETF in Q4 2021 and held it in 1 quarter.
  • CoreCap Advisors's Global X S&P 500 Catholic Values ETF position peaked at $161K in Q4 2021.
  • 114 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q1 2022.

Based on CoreCap Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.