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

Foundations Investment 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 Q2	$470K	Sell	5,313 -6	-0.1%	-$521	﹤0.01%	805
2026 Q1	$416K	Sell	5,319 -3,642	-41%	-$298K	0.01%	773
2025 Q4	$737K	Sell	8,961 -36	-0.4%	-$2.95K	0.01%	593
2025 Q3	$729K	Sell	8,997 -3,478	-28%	-$272K	0.01%	549
2025 Q2	$941K	Sell	12,475 -57	-0.5%	-$3.96K	0.01%	447
2025 Q1	$846K	Sell	12,532 -653	-5%	-$46.3K	0.02%	442
2024 Q4	$934K	Sell	13,185 -464	-3%	-$33.1K	0.02%	415
2024 Q3	$947K	Buy	13,649 +2,061	+18%	+$137K	0.02%	368
2024 Q2	$758K	Buy	+11,588	New	+$733K	0.02%	400

Other funds holding CATH

FEG

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 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

CIA

Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return

Foundations Investment Advisors's CATH Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Global X S&P 500 Catholic Values ETF (CATH) stake by 0.11% in Q2 2026, selling an estimated $521 and leaving 5,313 shares worth $470K. The position accounts for ﹤0.01% of the portfolio, ranked #805.

Foundations Investment Advisors first reported a position in CATH in Q2 2024 and has held it in 9 quarters since. The position peaked at $947K in Q3 2024. 212 funds tracked by Wall St. Rank hold CATH as of Q2 2026.

Foundations Investment Advisors held 5,313 shares of Global X S&P 500 Catholic Values ETF worth $470K as of Q2 2026.
Foundations Investment Advisors sold 6 Global X S&P 500 Catholic Values ETF shares in Q2 2026, an estimated $521.
Global X S&P 500 Catholic Values ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #805 holding.
Foundations Investment Advisors first reported a position in Global X S&P 500 Catholic Values ETF in Q2 2024 and has held it in 9 quarters since.
Foundations Investment Advisors's Global X S&P 500 Catholic Values ETF position peaked at $947K in Q3 2024.
212 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.