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Equitable Holdings’s Global X S&P 500 Catholic Values ETF CATH Stock Holding History

Equitable Holdings’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 		$245K Sell
2,982
-106
-3% -$8.67K ﹤0.01% 1540
2025
Q4 		$254K Hold
3,088
– – ﹤0.01% 1395
2025
Q3 		$250K Buy
3,088
+11
+0.4% +$859 ﹤0.01% 1357
2025
Q2 		$232K Hold
3,077
– – ﹤0.01% 1313
2025
Q1 		$208K Buy
3,077
+15
+0.5% +$1.06K ﹤0.01% 1237
2024
Q4 		$217K Buy
+3,062
New +$219K ﹤0.01% 1171

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 $74.2B 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 $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Equitable Holdings's CATH Position: Q1 2026 in Review

Equitable Holdings reduced its Global X S&P 500 Catholic Values ETF (CATH) stake by 3.4% in Q1 2026, selling an estimated $8.67K and leaving 2,982 shares worth $245K. The position accounts for ﹤0.01% of the portfolio, ranked #1540.

Equitable Holdings first reported a position in CATH in Q4 2024 and has held it in 6 quarters since. The position peaked at $254K in Q4 2025. 204 funds tracked by Wall St. Rank hold CATH as of Q1 2026.

  • Equitable Holdings held 2,982 shares of Global X S&P 500 Catholic Values ETF worth $245K as of Q1 2026.
  • Equitable Holdings sold 106 Global X S&P 500 Catholic Values ETF shares in Q1 2026, an estimated $8.67K.
  • Global X S&P 500 Catholic Values ETF made up ﹤0.01% of Equitable Holdings's portfolio in Q1 2026, its #1540 holding.
  • Equitable Holdings first reported a position in Global X S&P 500 Catholic Values ETF in Q4 2024 and has held it in 6 quarters since.
  • Equitable Holdings's Global X S&P 500 Catholic Values ETF position peaked at $254K in Q4 2025.
  • 204 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.