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 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

FEG

Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CTC

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

CIA

Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return

Elevation Wealth Partners's CATH Position: Q2 2026 in Review

Elevation Wealth Partners held its Global X S&P 500 Catholic Values ETF (CATH) position steady in Q2 2026 at 369 shares worth $32.7K. The position accounts for 0.01% of the portfolio, ranked #430.

Elevation Wealth Partners first reported a position in CATH in Q1 2023 and has held it in 14 quarters since. 212 funds tracked by Wall St. Rank hold CATH as of Q2 2026.

Elevation Wealth Partners held 369 shares of Global X S&P 500 Catholic Values ETF worth $32.7K as of Q2 2026.
Elevation Wealth Partners left its Global X S&P 500 Catholic Values ETF share count unchanged in Q2 2026.
Global X S&P 500 Catholic Values ETF made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #430 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 14 quarters since.
212 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.