GI
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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
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% -$2.37K 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

FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Gradient Investments's CATH Position: Q2 2026 in Review

Gradient Investments increased its Global X S&P 500 Catholic Values ETF (CATH) stake by 1.8% in Q2 2026, buying an estimated $31.9K and bringing the position to 20,316 shares worth $1.8M. The position accounts for 0.02% of the portfolio, ranked #274.

Gradient Investments first reported a position in CATH in Q1 2021 and has held it in 22 quarters since. 212 funds tracked by Wall St. Rank hold CATH as of Q2 2026.

  • Gradient Investments held 20,316 shares of Global X S&P 500 Catholic Values ETF worth $1.8M as of Q2 2026.
  • Gradient Investments bought 367 Global X S&P 500 Catholic Values ETF shares in Q2 2026, an estimated $31.9K.
  • Global X S&P 500 Catholic Values ETF made up 0.02% of Gradient Investments's portfolio in Q2 2026, its #274 holding.
  • Gradient Investments first reported a position in Global X S&P 500 Catholic Values ETF in Q1 2021 and has held it in 22 quarters since.
  • 212 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.