Financial Advocates Investment Management’s Global X S&P 500 Catholic Values ETF CATH Stock Holding History

Financial Advocates Investment Management’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
2025 Q3	–	Sell	-4,062	Closed	-$306K	–	161
2025 Q2	$306K	Buy	4,062 +183	+5%	+$12.7K	0.03%	494
2025 Q1	$262K	Sell	3,879 -29	-0.7%	-$2.06K	0.02%	594
2024 Q4	$277K	Buy	3,908 +207	+6%	+$14.8K	0.02%	614
2024 Q3	$257K	Buy	3,701 +441	+14%	+$29.3K	0.01%	646
2024 Q2	$213K	Buy	3,260 +74	+2%	+$4.68K	0.01%	661
2024 Q1	$203K	Buy	+3,186	New	+$193K	0.01%	716

Other funds holding CATH

FEG

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CTC

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Financial Advocates Investment Management's CATH Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Global X S&P 500 Catholic Values ETF (CATH) in Q3 2025, closing a stake of 4,062 shares — an estimated $306K sold.

Financial Advocates Investment Management first reported a position in CATH in Q1 2024 and held it in 6 quarters. The position peaked at $306K in Q2 2025. 192 funds tracked by Wall St. Rank hold CATH as of Q3 2025.

Financial Advocates Investment Management reported no remaining Global X S&P 500 Catholic Values ETF position as of Q3 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 4,062 Global X S&P 500 Catholic Values ETF shares in Q3 2025, an estimated $306K.
Financial Advocates Investment Management first reported a position in Global X S&P 500 Catholic Values ETF in Q1 2024 and held it in 6 quarters.
Financial Advocates Investment Management's Global X S&P 500 Catholic Values ETF position peaked at $306K in Q2 2025.
192 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.