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

GoalVest Advisory’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	$4.42K	Buy	+50	New	+$4.34K	﹤0.01%	394

Other funds holding CATH

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return

DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return

Trust Company of Toledo Holland, Ohio $1.2B AUM 33.38% 1-Year Est. Return

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

GoalVest Advisory's CATH Position: Q2 2026 in Review

GoalVest Advisory opened a new position in Global X S&P 500 Catholic Values ETF (CATH) in Q2 2026: 50 shares worth $4.42K. The stake represents ﹤0.01% of the portfolio and ranks #394 among its holdings.

33 funds tracked by Wall St. Rank hold CATH as of Q2 2026.

GoalVest Advisory held 50 shares of Global X S&P 500 Catholic Values ETF worth $4.42K as of Q2 2026.
Global X S&P 500 Catholic Values ETF was a new GoalVest Advisory position in Q2 2026.
Global X S&P 500 Catholic Values ETF made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #394 holding.
33 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.