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

Heck 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
2025
Q2 		– Sell
-1,425
Closed -$96.2K – 184
2025
Q1 		$96.2K Hold
1,425
– – 0.01% 166
2024
Q4 		$101K Hold
1,425
– – 0.01% 156
2024
Q3 		$98.9K Hold
1,425
– – 0.01% 153
2024
Q2 		$93.2K Hold
1,425
– – 0.01% 149
2024
Q1 		$90.7K Hold
1,425
– – 0.01% 147
2023
Q4 		$82.6K Buy
+1,425
New +$77.6K 0.01% 144

Other funds holding CATH

CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Heck Capital Advisors's CATH Position: Q2 2025 in Review

Heck Capital Advisors sold out of Global X S&P 500 Catholic Values ETF (CATH) in Q2 2025, closing a stake of 1,425 shares — an estimated $96.2K sold.

Heck Capital Advisors first reported a position in CATH in Q4 2023 and held it in 6 quarters. The position peaked at $101K in Q4 2024. 187 funds tracked by Wall St. Rank hold CATH as of Q2 2025.

  • Heck Capital Advisors reported no remaining Global X S&P 500 Catholic Values ETF position as of Q2 2025 after selling out during the quarter.
  • Heck Capital Advisors sold 1,425 Global X S&P 500 Catholic Values ETF shares in Q2 2025, an estimated $96.2K.
  • Heck Capital Advisors first reported a position in Global X S&P 500 Catholic Values ETF in Q4 2023 and held it in 6 quarters.
  • Heck Capital Advisors's Global X S&P 500 Catholic Values ETF position peaked at $101K in Q4 2024.
  • 187 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q2 2025.

Based on Heck Capital Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.