Courier Capital
CEFA icon

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
Q3 		$543K Sell
13,503
-885
-6% -$36K 0.03% 277
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

Pioneer Wealth Management Group
Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $576M AUM 21.79% 1-Year Est. Return
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return
Fiduciary Advisors Inc
Fiduciary Advisors Inc St. Louis, Missouri $149M AUM 11.72% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
TCOT
Trust Company of Toledo Holland, Ohio $1.25B AUM 28.18% 1-Year Est. Return

Courier Capital's CEFA Position: Q3 2026 in Review

Courier Capital reduced its Global X S&P Catholic Values Developed ex-US ETF (CEFA) stake by 6.2% in Q3 2026, selling an estimated $36K and leaving 13,503 shares worth $543K. The position accounts for 0.03% of the portfolio, ranked #277.

Courier Capital first reported a position in CEFA in Q1 2025 and has held it in 7 quarters since. The position peaked at $571K in Q2 2026. 7 funds tracked by Wall St. Rank hold CEFA as of Q3 2026.

  • Courier Capital held 13,503 shares of Global X S&P Catholic Values Developed ex-US ETF worth $543K as of Q3 2026.
  • Courier Capital sold 885 Global X S&P Catholic Values Developed ex-US ETF shares in Q3 2026, an estimated $36K.
  • Global X S&P Catholic Values Developed ex-US ETF made up 0.03% of Courier Capital's portfolio in Q3 2026, its #277 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 7 quarters since.
  • Courier Capital's Global X S&P Catholic Values Developed ex-US ETF position peaked at $571K in Q2 2026.
  • 7 funds tracked by Wall St. Rank held Global X S&P Catholic Values Developed ex-US ETF as of Q3 2026.

Based on Courier Capital's 13F filing for Q3 2026, filed 13 Oct 2026.