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Courier Capital’s Global X S&P Catholic Values Developed ex-US ETF CEFA Stock Holding History

Courier Capital’s Portfolio CEFA Stock Details CEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$571K Sell
14,388
-601
-4% -$23.6K 0.03% 266
2026
Q1 		$553K Buy
14,989
+840
+6% +$32.2K 0.03% 259
2025
Q4 		$523K Buy
14,149
+752
+6% +$27.6K 0.03% 263
2025
Q3 		$482K Hold
13,397
– – 0.03% 277
2025
Q2 		$460K Buy
13,397
+429
+3% +$14.1K 0.03% 281
2025
Q1 		$435K Buy
+12,968
New +$410K 0.03% 281

Other funds holding CEFA

PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
TCOT
Trust Company of Toledo Holland, Ohio $1.2B AUM 33.38% 1-Year Est. Return

Courier Capital's CEFA Position: Q2 2026 in Review

Courier Capital reduced its Global X S&P Catholic Values Developed ex-US ETF (CEFA) stake by 4% in Q2 2026, selling an estimated $23.6K and leaving 14,388 shares worth $571K. The position accounts for 0.03% of the portfolio, ranked #266.

Courier Capital first reported a position in CEFA in Q1 2025 and has held it in 6 quarters since. 7 funds tracked by Wall St. Rank hold CEFA as of Q2 2026.

  • Courier Capital held 14,388 shares of Global X S&P Catholic Values Developed ex-US ETF worth $571K as of Q2 2026.
  • Courier Capital sold 601 Global X S&P Catholic Values Developed ex-US ETF shares in Q2 2026, an estimated $23.6K.
  • Global X S&P Catholic Values Developed ex-US ETF made up 0.03% of Courier Capital's portfolio in Q2 2026, its #266 holding.
  • Courier Capital first reported a position in Global X S&P Catholic Values Developed ex-US ETF in Q1 2025 and has held it in 6 quarters since.
  • 7 funds tracked by Wall St. Rank held Global X S&P Catholic Values Developed ex-US ETF as of Q2 2026.

Based on Courier Capital's 13F filing for Q2 2026, filed 16 Jul 2026.