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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
-273
-8% -$19.5K 0.04% 399
2024
Q3 		$229K Buy
3,298
+147
+5% +$9.78K 0.12% 160
2024
Q2 		$206K Buy
+3,151
New +$199K 0.04% 382

Other funds holding CATH

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
Carson Wealth (CWM LLC)
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
LPL Financial San Diego, California $377B AUM 19.32% 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 $229K 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 $229K 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.