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Harpswell Capital Advisors’s Global X S&P 500 Catholic Values ETF CATH Stock Holding History

Harpswell Capital Advisors’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 		– Sell
-20,000
Closed -$1.77M – 44
2026
Q2 		$1.77M Sell
20,000
-2,772
-12% -$241K 1.14% 16
2026
Q1 		$1.78M Hold
22,772
– – 1.33% 14
2025
Q4 		$1.87M Hold
22,772
– – 1.48% 13
2025
Q3 		$1.85M Buy
+22,772
New +$1.78M 1.76% 9

Other funds holding CATH

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Harpswell Capital Advisors's CATH Position: Q3 2026 in Review

Harpswell Capital Advisors sold out of Global X S&P 500 Catholic Values ETF (CATH) in Q3 2026, closing a stake of 20,000 shares — an estimated $1.77M sold.

Harpswell Capital Advisors first reported a position in CATH in Q3 2025 and held it in 4 quarters. The position peaked at $1.87M in Q4 2025. 11 funds tracked by Wall St. Rank hold CATH as of Q3 2026.

  • Harpswell Capital Advisors reported no remaining Global X S&P 500 Catholic Values ETF position as of Q3 2026 after selling out during the quarter.
  • Harpswell Capital Advisors sold 20,000 Global X S&P 500 Catholic Values ETF shares in Q3 2026, an estimated $1.77M.
  • Harpswell Capital Advisors first reported a position in Global X S&P 500 Catholic Values ETF in Q3 2025 and held it in 4 quarters.
  • Harpswell Capital Advisors's Global X S&P 500 Catholic Values ETF position peaked at $1.87M in Q4 2025.
  • 11 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q3 2026.

Based on Harpswell Capital Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.