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Curi RMB Capital’s Global X S&P 500 Catholic Values ETF CATH Stock Holding History

Curi RMB Capital’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 		$1.6M Hold
20,523
– – 0.03% 367
2025
Q4 		$1.7M Hold
20,523
– – 0.03% 365
2025
Q3 		$1.66M Sell
20,523
-161
-0.8% -$12.6K 0.03% 350
2025
Q2 		$1.57M Buy
20,684
+17,187
+491% +$1.2M 0.03% 355
2025
Q1 		$236K Hold
3,497
– – 0.01% 454
2024
Q4 		$248K Sell
3,497
-40
-1% -$2.86K 0.01% 486
2024
Q3 		$245K Hold
3,537
– – 0.01% 512
2024
Q2 		$231K Hold
3,537
– – 0.01% 504
2024
Q1 		$225K Buy
+3,537
New +$214K 0.01% 535

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 $74.1B 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 $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return