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Elevation Wealth Partners’s Global X S&P 500 Catholic Values ETF CATH Stock Holding History

Elevation Wealth Partners’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
Q3 		$30.6K Sell
338
-31
-8% -$2.8K 0.01% 532
2026
Q2 		$32.7K Hold
369
– – 0.01% 430
2026
Q1 		$28.9K Buy
369
+1
+0.3% +$82 0.01% 315
2025
Q4 		$30.2K Hold
368
– – 0.01% 305
2025
Q3 		$29.8K Buy
368
+2
+0.5% +$156 0.01% 298
2025
Q2 		$27.6K Hold
366
– – 0.01% 293
2025
Q1 		$24.7K Buy
366
+2
+0.5% +$142 0.01% 298
2024
Q4 		$25.8K Sell
364
-30
-8% -$2.14K 0.01% 290
2024
Q3 		$27.4K Buy
394
+1
+0.3% +$67 0.01% 277
2024
Q2 		$25.7K Sell
393
-115
-23% -$7.27K 0.01% 270
2024
Q1 		$32.3K Buy
508
+4
+0.8% +$242 0.02% 259
2023
Q4 		$26.4K Hold
504
– – 0.02% 260
2023
Q3 		$26.4K Buy
504
+2
+0.4% +$109 0.02% 194
2023
Q2 		$27.3K Hold
502
– – 0.02% 196
2023
Q1 		$25.2K Buy
+502
New +$24.5K 0.02% 201

Other funds holding CATH

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Elevation Wealth Partners's CATH Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Global X S&P 500 Catholic Values ETF (CATH) stake by 8.4% in Q3 2026, selling an estimated $2.8K and leaving 338 shares worth $30.6K. The position accounts for 0.01% of the portfolio, ranked #532.

Elevation Wealth Partners first reported a position in CATH in Q1 2023 and has held it in 15 quarters since. The position peaked at $32.7K in Q2 2026. 11 funds tracked by Wall St. Rank hold CATH as of Q3 2026.

  • Elevation Wealth Partners held 338 shares of Global X S&P 500 Catholic Values ETF worth $30.6K as of Q3 2026.
  • Elevation Wealth Partners sold 31 Global X S&P 500 Catholic Values ETF shares in Q3 2026, an estimated $2.8K.
  • Global X S&P 500 Catholic Values ETF made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #532 holding.
  • Elevation Wealth Partners first reported a position in Global X S&P 500 Catholic Values ETF in Q1 2023 and has held it in 15 quarters since.
  • Elevation Wealth Partners's Global X S&P 500 Catholic Values ETF position peaked at $32.7K in Q2 2026.
  • 11 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.