Edgar Lomax Company’s Global X S&P 500 Catholic Values ETF CATH Stock Holding History

Edgar Lomax Company’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
2025 Q1	–	Sell	-3,363	Closed	-$238K	–	60
2024 Q4	$238K	Buy	+3,363	New	+$240K	0.02%	64

Other funds holding CATH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Edgar Lomax Company's CATH Position: Q1 2025 in Review

Edgar Lomax Company sold out of Global X S&P 500 Catholic Values ETF (CATH) in Q1 2025, closing a stake of 3,363 shares — an estimated $238K sold.

Edgar Lomax Company first reported a position in CATH in Q4 2024 and held it in 1 quarter. The position peaked at $238K in Q4 2024. 179 funds tracked by Wall St. Rank hold CATH as of Q1 2025.

Edgar Lomax Company reported no remaining Global X S&P 500 Catholic Values ETF position as of Q1 2025 after selling out during the quarter.
Edgar Lomax Company sold 3,363 Global X S&P 500 Catholic Values ETF shares in Q1 2025, an estimated $238K.
Edgar Lomax Company first reported a position in Global X S&P 500 Catholic Values ETF in Q4 2024 and held it in 1 quarter.
Edgar Lomax Company's Global X S&P 500 Catholic Values ETF position peaked at $238K in Q4 2024.
179 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q1 2025.

Based on Edgar Lomax Company's 13F filing for Q1 2025, filed 14 May 2025.