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

Farther Finance 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
Q3 		$570K Sell
6,281
-179
-3% -$16.2K ﹤0.01% 1490
2026
Q2 		$572K Buy
+6,460
New +$561K ﹤0.01% 1467

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
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
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Farther Finance Advisors's CATH Position: Q3 2026 in Review

Farther Finance Advisors reduced its Global X S&P 500 Catholic Values ETF (CATH) stake by 2.8% in Q3 2026, selling an estimated $16.2K and leaving 6,281 shares worth $570K. The position accounts for ﹤0.01% of the portfolio, ranked #1490.

Farther Finance Advisors first reported a position in CATH in Q2 2026 and has held it in 2 quarters since. The position peaked at $572K in Q2 2026. 11 funds tracked by Wall St. Rank hold CATH as of Q3 2026.

  • Farther Finance Advisors held 6,281 shares of Global X S&P 500 Catholic Values ETF worth $570K as of Q3 2026.
  • Farther Finance Advisors sold 179 Global X S&P 500 Catholic Values ETF shares in Q3 2026, an estimated $16.2K.
  • Global X S&P 500 Catholic Values ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1490 holding.
  • Farther Finance Advisors first reported a position in Global X S&P 500 Catholic Values ETF in Q2 2026 and has held it in 2 quarters since.
  • Farther Finance Advisors's Global X S&P 500 Catholic Values ETF position peaked at $572K 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 Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.