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Elwood & Goetz Wealth Advisory Group’s Global X S&P 500 Catholic Values ETF CATH Stock Holding History

Elwood & Goetz Wealth Advisory Group’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 		$211K Buy
+2,388
New +$207K 0.03% 143

Other funds holding CATH

FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BA
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group's CATH Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group opened a new position in Global X S&P 500 Catholic Values ETF (CATH) in Q2 2026: 2,388 shares worth $211K. The stake represents 0.03% of the portfolio and ranks #143 among its holdings.

212 funds tracked by Wall St. Rank hold CATH as of Q2 2026.

  • Elwood & Goetz Wealth Advisory Group held 2,388 shares of Global X S&P 500 Catholic Values ETF worth $211K as of Q2 2026.
  • Global X S&P 500 Catholic Values ETF was a new Elwood & Goetz Wealth Advisory Group position in Q2 2026.
  • Global X S&P 500 Catholic Values ETF made up 0.03% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #143 holding.
  • 212 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.