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

Golden State Equity 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
2025 Q1	–	Sell	-3,025	Closed	-$214K	–	434
2024 Q4	$214K	Sell	3,025 -3,558	-54%	-$254K	0.04%	399
2024 Q3	$457K	Buy	6,583 +3,432	+109%	+$228K	0.07%	267
2024 Q2	$206K	Buy	+3,151	New	+$199K	0.04%	382

Other funds holding CATH

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

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

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

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

FWIA

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

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

Golden State Equity Partners's CATH Position: Q1 2025 in Review

Golden State Equity Partners sold out of Global X S&P 500 Catholic Values ETF (CATH) in Q1 2025, closing a stake of 3,025 shares — an estimated $214K sold.

Golden State Equity Partners first reported a position in CATH in Q2 2024 and held it in 3 quarters. The position peaked at $457K in Q3 2024. 179 funds tracked by Wall St. Rank hold CATH as of Q1 2025.

Golden State Equity Partners reported no remaining Global X S&P 500 Catholic Values ETF position as of Q1 2025 after selling out during the quarter.
Golden State Equity Partners sold 3,025 Global X S&P 500 Catholic Values ETF shares in Q1 2025, an estimated $214K.
Golden State Equity Partners first reported a position in Global X S&P 500 Catholic Values ETF in Q2 2024 and held it in 3 quarters.
Golden State Equity Partners's Global X S&P 500 Catholic Values ETF position peaked at $457K in Q3 2024.
179 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q1 2025.

Based on Golden State Equity Partners's 13F filing for Q1 2025, filed 23 Apr 2025.