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Gradient Investments’s Global X S&P Catholic Values Developed ex-US ETF CEFA Stock Holding History

Gradient Investments’s Portfolio CEFA Stock Details CEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$272K Hold
6,862
– – ﹤0.01% 418
2026
Q1 		$253K Hold
6,862
– – ﹤0.01% 396
2025
Q4 		$253K Hold
6,862
– – ﹤0.01% 328
2025
Q3 		$247K Sell
6,862
-856
-11% -$30K ﹤0.01% 352
2025
Q2 		$265K Hold
7,718
– – ﹤0.01% 327
2025
Q1 		$259K Hold
7,718
– – 0.01% 292
2024
Q4 		$232K Hold
7,718
– – ﹤0.01% 280
2024
Q3 		$253K Sell
7,718
-998
-11% -$31.3K 0.01% 270
2024
Q2 		$266K Hold
8,716
– – 0.01% 280
2024
Q1 		$274K Hold
8,716
– – 0.01% 266
2023
Q4 		$258K Buy
8,716
+375
+4% +$10.4K 0.01% 315
2023
Q3 		$223K Buy
8,341
+1,961
+31% +$55K 0.01% 306
2023
Q2 		$182K Sell
6,380
-813
-11% -$23.1K ﹤0.01% 334
2023
Q1 		$201K Buy
7,193
+6,380
+785% +$175K 0.01% 292
2022
Q4 		$21K Buy
+813
New +$20.1K ﹤0.01% 680

Other funds holding CEFA

PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
EI
eCIO Inc Madison, Wisconsin $356M AUM 9.3% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
CH
CDKV Holdings Denver, Colorado $128M AUM
TCOT
Trust Company of Toledo Holland, Ohio $1.2B AUM 33.38% 1-Year Est. Return

Gradient Investments's CEFA Position: Q2 2026 in Review

Gradient Investments held its Global X S&P Catholic Values Developed ex-US ETF (CEFA) position steady in Q2 2026 at 6,862 shares worth $272K. The position accounts for ﹤0.01% of the portfolio, ranked #418.

Gradient Investments first reported a position in CEFA in Q4 2022 and has held it in 15 quarters since. The position peaked at $274K in Q1 2024. 11 funds tracked by Wall St. Rank hold CEFA as of Q2 2026.

  • Gradient Investments held 6,862 shares of Global X S&P Catholic Values Developed ex-US ETF worth $272K as of Q2 2026.
  • Gradient Investments left its Global X S&P Catholic Values Developed ex-US ETF share count unchanged in Q2 2026.
  • Global X S&P Catholic Values Developed ex-US ETF made up ﹤0.01% of Gradient Investments's portfolio in Q2 2026, its #418 holding.
  • Gradient Investments first reported a position in Global X S&P Catholic Values Developed ex-US ETF in Q4 2022 and has held it in 15 quarters since.
  • Gradient Investments's Global X S&P Catholic Values Developed ex-US ETF position peaked at $274K in Q1 2024.
  • 11 funds tracked by Wall St. Rank held Global X S&P Catholic Values Developed ex-US ETF as of Q2 2026.

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