BFC Planning, Inc.’s Global X S&P 500 Catholic Values ETF CATH Stock Holding History

BFC Planning, Inc.’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	$18K	Hold	204	–	–	﹤0.01%	2057
2026 Q1	$15.9K	Sell	204 -63	-24%	-$5.15K	﹤0.01%	1815
2025 Q4	$21.9K	Buy	267 +64	+32%	+$5.24K	﹤0.01%	1717
2025 Q3	$16.4K	Buy	203 +1	+0.5%	+$78	﹤0.01%	1678
2025 Q2	$15.2K	Hold	202	–	–	﹤0.01%	1619
2025 Q1	$13.6K	Buy	202 +1	+0.5%	+$71	﹤0.01%	1632
2024 Q4	$14.2K	Buy	+201	New	+$14.4K	﹤0.01%	1610

Other funds holding CATH

Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return

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

Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

BCM Advisors Lafayette, Louisiana $515M AUM 12.86% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

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

BFC Planning, Inc.'s CATH Position: Q2 2026 in Review

BFC Planning, Inc. held its Global X S&P 500 Catholic Values ETF (CATH) position steady in Q2 2026 at 204 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #2057.

BFC Planning, Inc. first reported a position in CATH in Q4 2024 and has held it in 7 quarters since. The position peaked at $21.9K in Q4 2025. 216 funds tracked by Wall St. Rank hold CATH as of Q2 2026.

BFC Planning, Inc. held 204 shares of Global X S&P 500 Catholic Values ETF worth $18K as of Q2 2026.
BFC Planning, Inc. left its Global X S&P 500 Catholic Values ETF share count unchanged in Q2 2026.
Global X S&P 500 Catholic Values ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2057 holding.
BFC Planning, Inc. first reported a position in Global X S&P 500 Catholic Values ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s Global X S&P 500 Catholic Values ETF position peaked at $21.9K in Q4 2025.
216 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.