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

FinDec Wealth Services’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	-3,479	Closed	-$282K	–	34
2025 Q3	$282K	Hold	3,479	–	–	0.29%	25
2025 Q2	$262K	Hold	3,479	–	–	0.27%	29
2025 Q1	$235K	Sell	3,479 -240	-6%	-$17K	0.23%	35
2024 Q4	$263K	Sell	3,719 -55	-1%	-$3.93K	0.18%	36
2024 Q3	$262K	Sell	3,774 -73	-2%	-$4.86K	0.15%	38
2024 Q2	$252K	Sell	3,847 -460	-11%	-$29.1K	0.16%	37
2024 Q1	$274K	Sell	4,307 -509	-11%	-$30.8K	0.17%	38
2023 Q4	$279K	Buy	+4,816	New	+$262K	0.19%	39

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 New York $1.89T AUM 35.08% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

FinDec Wealth Services's CATH Position: Q4 2025 in Review

FinDec Wealth Services sold out of Global X S&P 500 Catholic Values ETF (CATH) in Q4 2025, closing a stake of 3,479 shares — an estimated $282K sold.

FinDec Wealth Services first reported a position in CATH in Q4 2023 and held it in 8 quarters. The position peaked at $282K in Q3 2025. 203 funds tracked by Wall St. Rank hold CATH as of Q4 2025.

FinDec Wealth Services reported no remaining Global X S&P 500 Catholic Values ETF position as of Q4 2025 after selling out during the quarter.
FinDec Wealth Services sold 3,479 Global X S&P 500 Catholic Values ETF shares in Q4 2025, an estimated $282K.
FinDec Wealth Services first reported a position in Global X S&P 500 Catholic Values ETF in Q4 2023 and held it in 8 quarters.
FinDec Wealth Services's Global X S&P 500 Catholic Values ETF position peaked at $282K 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 FinDec Wealth Services's 13F filing for Q4 2025, filed 9 Feb 2026.