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

Financial Gravity Companies’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
Q2 		$76 Buy
+1
New +$70 ﹤0.01% 921
2024
Q4 		$71 Hold
1
– – ﹤0.01% 915
2024
Q3 		$69 Buy
+1
New +$67 ﹤0.01% 630

Other funds holding CATH

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
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Gravity Companies's CATH Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Global X S&P 500 Catholic Values ETF (CATH) in Q2 2025: 1 share worth $76. The stake represents ﹤0.01% of the portfolio and ranks #921 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in CATH as recently as Q4 2024.

Financial Gravity Companies first reported a position in CATH in Q3 2024 and has held it in 3 quarters since. 187 funds tracked by Wall St. Rank hold CATH as of Q2 2025.

  • Financial Gravity Companies held 1 share of Global X S&P 500 Catholic Values ETF worth $76 as of Q2 2025.
  • Global X S&P 500 Catholic Values ETF was a new Financial Gravity Companies position in Q2 2025.
  • Global X S&P 500 Catholic Values ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #921 holding.
  • Financial Gravity Companies first reported a position in Global X S&P 500 Catholic Values ETF in Q3 2024 and has held it in 3 quarters since.
  • 187 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.