Gradient Investments
CATH icon

Gradient Investments’s Global X S&P 500 Catholic Values ETF CATH Stock Holding History

Gradient Investments’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
Q3 		$1.82M Sell
20,045
-271
-1% -$24.5K 0.03% 271
2026
Q2 		$1.8M Buy
20,316
+367
+2% +$31.9K 0.02% 274
2026
Q1 		$1.56M Buy
19,949
+3,992
+25% +$326K 0.02% 276
2025
Q4 		$1.31M Sell
15,957
-27
-0.2% -$2.21K 0.02% 235
2025
Q3 		$1.3M Sell
15,984
-921
-5% -$71.9K 0.02% 230
2025
Q2 		$1.28M Sell
16,905
-34
-0.2% -$2.36K 0.02% 219
2025
Q1 		$1.14M Sell
16,939
-21
-0.1% -$1.49K 0.02% 192
2024
Q4 		$1.2M Sell
16,960
-55
-0.3% -$3.93K 0.02% 182
2024
Q3 		$1.18M Buy
17,015
+2,178
+15% +$145K 0.02% 179
2024
Q2 		$970K Sell
14,837
-39
-0.3% -$2.47K 0.02% 188
2024
Q1 		$947K Sell
14,876
-1,450
-9% -$87.7K 0.02% 185
2023
Q4 		$947K Buy
16,326
+1,146
+8% +$62.4K 0.02% 193
2023
Q3 		$794K Buy
15,180
+1,849
+14% +$101K 0.02% 184
2023
Q2 		$726K Sell
13,331
-816
-6% -$42K 0.02% 194
2023
Q1 		$710K Buy
14,147
+6,409
+83% +$312K 0.02% 196
2022
Q4 		$360K Buy
7,738
+6,488
+519% +$305K 0.01% 258
2022
Q3 		$55K Hold
1,250
– – ﹤0.01% 463
2022
Q2 		$57K Hold
1,250
– – ﹤0.01% 450
2022
Q1 		$70K Sell
1,250
-2,085
-63% -$115K ﹤0.01% 419
2021
Q4 		$196K Sell
3,335
-148
-4% -$8.48K 0.01% 279
2021
Q3 		$188K Buy
3,483
+2,233
+179% +$123K 0.01% 288
2021
Q2 		$67K Hold
1,250
– – ﹤0.01% 431
2021
Q1 		$62K Buy
+1,250
New +$59.6K ﹤0.01% 433

Other funds holding CATH

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
FBT
First Bank & Trust Brookings, South Dakota $687M AUM 18.35% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $576M AUM 21.79% 1-Year Est. Return
TCOT
Trust Company of Toledo Holland, Ohio $1.25B AUM 28.18% 1-Year Est. Return
Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return
First Hawaiian Bank
First Hawaiian Bank Honolulu, Hawaii $826M AUM 13.14% 1-Year Est. Return
WESPAC Advisors SoCal
WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Islay Capital Management
Islay Capital Management Lubbock, Texas $213M AUM 16.45% 1-Year Est. Return

Gradient Investments's CATH Position: Q3 2026 in Review

Gradient Investments reduced its Global X S&P 500 Catholic Values ETF (CATH) stake by 1.3% in Q3 2026, selling an estimated $24.5K and leaving 20,045 shares worth $1.82M. The position accounts for 0.03% of the portfolio, ranked #271.

Gradient Investments first reported a position in CATH in Q1 2021 and has held it in 23 quarters since. 46 funds tracked by Wall St. Rank hold CATH as of Q3 2026.

  • Gradient Investments held 20,045 shares of Global X S&P 500 Catholic Values ETF worth $1.82M as of Q3 2026.
  • Gradient Investments sold 271 Global X S&P 500 Catholic Values ETF shares in Q3 2026, an estimated $24.5K.
  • Global X S&P 500 Catholic Values ETF made up 0.03% of Gradient Investments's portfolio in Q3 2026, its #271 holding.
  • Gradient Investments first reported a position in Global X S&P 500 Catholic Values ETF in Q1 2021 and has held it in 23 quarters since.
  • 46 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.