Creative Planning
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Creative Planning’s Global X S&P 500 Catholic Values ETF CATH Stock Holding History

Creative Planning’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 		$2.98M Buy
38,101
+5,130
+16% +$419K ﹤0.01% 1582
2025
Q4 		$2.71M Sell
32,971
-3,316
-9% -$272K ﹤0.01% 1461
2025
Q3 		$2.94M Sell
36,287
-121
-0.3% -$9.45K ﹤0.01% 1237
2025
Q2 		$2.75M Buy
36,408
+6,470
+22% +$450K ﹤0.01% 1092
2025
Q1 		$2.02M Buy
29,938
+2,043
+7% +$145K ﹤0.01% 1168
2024
Q4 		$1.98M Buy
27,895
+87
+0.3% +$6.21K ﹤0.01% 1142
2024
Q3 		$1.93M Buy
27,808
+3,784
+16% +$252K ﹤0.01% 1078
2024
Q2 		$1.57M Sell
24,024
-600
-2% -$37.9K ﹤0.01% 1123
2024
Q1 		$1.57M Buy
24,624
+317
+1% +$19.2K ﹤0.01% 1078
2023
Q4 		$1.41M Buy
24,307
+1,124
+5% +$61.2K ﹤0.01% 1068
2023
Q3 		$1.21M Sell
23,183
-894
-4% -$48.7K ﹤0.01% 1079
2023
Q2 		$1.31M Buy
24,077
+2,629
+12% +$135K ﹤0.01% 992
2023
Q1 		$1.08M Buy
21,448
+112
+0.5% +$5.46K ﹤0.01% 1041
2022
Q4 		$993K Sell
21,336
-4,633
-18% -$218K ﹤0.01% 1039
2022
Q3 		$1.13M Buy
25,969
+6,215
+31% +$302K ﹤0.01% 917
2022
Q2 		$907K Sell
19,754
-614
-3% -$30.8K ﹤0.01% 1015
2022
Q1 		$1.14M Buy
20,368
+2,606
+15% +$143K ﹤0.01% 931
2021
Q4 		$1.05M Buy
17,762
+4,896
+38% +$280K ﹤0.01% 941
2021
Q3 		$694K Buy
+12,866
New +$708K ﹤0.01% 1128
2021
Q2 		– Sell
-5,947
Closed -$294K – 2154
2021
Q1 		$294K Buy
+5,947
New +$284K ﹤0.01% 1806

Other funds holding CATH

FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $507M AUM 19.94% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Creative Planning's CATH Position: Q1 2026 in Review

Creative Planning increased its Global X S&P 500 Catholic Values ETF (CATH) stake by 16% in Q1 2026, buying an estimated $419K and bringing the position to 38,101 shares worth $2.98M. The position accounts for ﹤0.01% of the portfolio, ranked #1582.

Creative Planning first reported a position in CATH in Q1 2021 and has held it in 20 quarters since. 204 funds tracked by Wall St. Rank hold CATH as of Q1 2026.

  • Creative Planning held 38,101 shares of Global X S&P 500 Catholic Values ETF worth $2.98M as of Q1 2026.
  • Creative Planning bought 5,130 Global X S&P 500 Catholic Values ETF shares in Q1 2026, an estimated $419K.
  • Global X S&P 500 Catholic Values ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1582 holding.
  • Creative Planning first reported a position in Global X S&P 500 Catholic Values ETF in Q1 2021 and has held it in 20 quarters since.
  • 204 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.