GoalVest Advisory’s Global X S&P 500 Catholic Values ETF CATH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$122K Buy
1,350
+1,300
+2,600% +$117K 0.02% 147
2026
Q2
$4.42K Buy
+50
New +$4.34K ﹤0.01% 394

Other funds holding CATH

GoalVest Advisory's CATH Position: Q3 2026 in Review

GoalVest Advisory increased its Global X S&P 500 Catholic Values ETF (CATH) stake by 2,600% in Q3 2026, buying an estimated $117K and bringing the position to 1,350 shares worth $122K. The position accounts for 0.02% of the portfolio, ranked #147.

GoalVest Advisory first reported a position in CATH in Q2 2026 and has held it in 2 quarters since. 150 funds tracked by Wall St. Rank hold CATH as of Q3 2026.

  • GoalVest Advisory held 1,350 shares of Global X S&P 500 Catholic Values ETF worth $122K as of Q3 2026.
  • GoalVest Advisory bought 1,300 Global X S&P 500 Catholic Values ETF shares in Q3 2026, an estimated $117K.
  • Global X S&P 500 Catholic Values ETF made up 0.02% of GoalVest Advisory's portfolio in Q3 2026, its #147 holding.
  • GoalVest Advisory first reported a position in Global X S&P 500 Catholic Values ETF in Q2 2026 and has held it in 2 quarters since.
  • 150 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.