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Global Retirement Partners’s Global X S&P 500 Catholic Values ETF CATH Stock Holding History

Global Retirement Partners’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
2024
Q4 		$76.8K Hold
1,084
– – ﹤0.01% 1405
2024
Q3 		$75.2K Buy
+1,084
New +$72.1K ﹤0.01% 1365

Other funds holding CATH

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 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
CFFNO
Common Fund For Nonprofit Organizations Wilton, Connecticut $1.03B AUM 22.44% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Global Retirement Partners's CATH Position: Q4 2024 in Review

Global Retirement Partners held its Global X S&P 500 Catholic Values ETF (CATH) position steady in Q4 2024 at 1,084 shares worth $76.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1405.

Global Retirement Partners first reported a position in CATH in Q3 2024 and has held it in 2 quarters since. 181 funds tracked by Wall St. Rank hold CATH as of Q4 2024.

  • Global Retirement Partners held 1,084 shares of Global X S&P 500 Catholic Values ETF worth $76.8K as of Q4 2024.
  • Global Retirement Partners left its Global X S&P 500 Catholic Values ETF share count unchanged in Q4 2024.
  • Global X S&P 500 Catholic Values ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2024, its #1405 holding.
  • Global Retirement Partners first reported a position in Global X S&P 500 Catholic Values ETF in Q3 2024 and has held it in 2 quarters since.
  • 181 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q4 2024.

Based on Global Retirement Partners's 13F filing for Q4 2024, filed 31 Jan 2025.