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

EverSource Wealth Advisors’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	$176K	Sell	1,987 -2	-0.1%	-$174	0.01%	1065
2026 Q1	$155K	Hold	1,989	–	–	﹤0.01%	1190
2025 Q4	$164K	Hold	1,989	–	–	0.01%	1049
2025 Q3	$161K	Sell	1,989 -1,903	-49%	-$149K	0.01%	1016
2025 Q2	$294K	Buy	3,892 +883	+29%	+$61.4K	0.01%	679
2025 Q1	$203K	Buy	3,009 +2,789	+1,268%	+$198K	0.01%	653
2024 Q4	$15.6K	Buy	+220	New	+$15.7K	﹤0.01%	1760

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

EverSource Wealth Advisors's CATH Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Global X S&P 500 Catholic Values ETF (CATH) stake by 0.1% in Q2 2026, selling an estimated $174 and leaving 1,987 shares worth $176K. The position accounts for 0.01% of the portfolio, ranked #1065.

EverSource Wealth Advisors first reported a position in CATH in Q4 2024 and has held it in 7 quarters since. The position peaked at $294K in Q2 2025. 212 funds tracked by Wall St. Rank hold CATH as of Q2 2026.

EverSource Wealth Advisors held 1,987 shares of Global X S&P 500 Catholic Values ETF worth $176K as of Q2 2026.
EverSource Wealth Advisors sold 2 Global X S&P 500 Catholic Values ETF shares in Q2 2026, an estimated $174.
Global X S&P 500 Catholic Values ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1065 holding.
EverSource Wealth Advisors first reported a position in Global X S&P 500 Catholic Values ETF in Q4 2024 and has held it in 7 quarters since.
EverSource Wealth Advisors's Global X S&P 500 Catholic Values ETF position peaked at $294K in Q2 2025.
212 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.