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

Financial Gravity Asset 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
Q4 		– Sell
-1
Closed -$82 – 789
2025
Q3 		$82 Buy
+1
New +$78 ﹤0.01% 894
2025
Q1 		$68 Buy
+1
New +$71 ﹤0.01% 989

Other funds holding CATH

FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Financial Gravity Asset Management's CATH Position: Q4 2025 in Review

Financial Gravity Asset Management sold out of Global X S&P 500 Catholic Values ETF (CATH) in Q4 2025, closing a stake of 1 share — an estimated $82 sold.

Financial Gravity Asset Management first reported a position in CATH in Q1 2025 and held it in 2 quarters. The position peaked at $82 in Q3 2025. 203 funds tracked by Wall St. Rank hold CATH as of Q4 2025.

  • Financial Gravity Asset Management reported no remaining Global X S&P 500 Catholic Values ETF position as of Q4 2025 after selling out during the quarter.
  • Financial Gravity Asset Management sold 1 Global X S&P 500 Catholic Values ETF share in Q4 2025, an estimated $82.
  • Financial Gravity Asset Management first reported a position in Global X S&P 500 Catholic Values ETF in Q1 2025 and held it in 2 quarters.
  • Financial Gravity Asset Management's Global X S&P 500 Catholic Values ETF position peaked at $82 in Q3 2025.
  • 203 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q4 2025.

Based on Financial Gravity Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.