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

HHM Wealth 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 Q4	–	Sell	-4,706	Closed	-$381K	–	854
2025 Q3	$381K	Hold	4,706	–	–	0.04%	137
2025 Q2	$355K	Buy	4,706 +625	+15%	+$43.5K	0.04%	141
2025 Q1	$276K	Buy	4,081 +395	+11%	+$28K	0.04%	154
2024 Q4	$261K	Sell	3,686 -875	-19%	-$62.5K	0.04%	159
2024 Q3	$316K	Hold	4,561	–	–	0.04%	130
2024 Q2	$298K	Buy	4,561 +324	+8%	+$20.5K	0.04%	133
2024 Q1	$270K	Hold	4,237	–	–	0.04%	124
2023 Q4	$246K	Hold	4,237	–	–	0.04%	120
2023 Q3	$222K	Sell	4,237 -380	-8%	-$20.7K	0.04%	119
2023 Q2	$251K	Buy	4,617 +1,120	+32%	+$57.7K	0.05%	118
2023 Q1	$176K	Buy	3,497 +227	+7%	+$11.1K	0.04%	140
2022 Q4	$152K	Hold	3,270	–	–	0.03%	139
2022 Q3	$143K	Buy	3,270 +2,175	+199%	+$106K	0.04%	134
2022 Q2	$50K	Buy	+1,095	New	+$55K	0.01%	277

Other funds holding CATH

FEG

Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

HHM Wealth Advisors's CATH Position: Q4 2025 in Review

HHM Wealth Advisors sold out of Global X S&P 500 Catholic Values ETF (CATH) in Q4 2025, closing a stake of 4,706 shares — an estimated $381K sold.

HHM Wealth Advisors first reported a position in CATH in Q2 2022 and held it in 14 quarters. The position peaked at $381K in Q3 2025. 203 funds tracked by Wall St. Rank hold CATH as of Q4 2025.

HHM Wealth Advisors reported no remaining Global X S&P 500 Catholic Values ETF position as of Q4 2025 after selling out during the quarter.
HHM Wealth Advisors sold 4,706 Global X S&P 500 Catholic Values ETF shares in Q4 2025, an estimated $381K.
HHM Wealth Advisors first reported a position in Global X S&P 500 Catholic Values ETF in Q2 2022 and held it in 14 quarters.
HHM Wealth Advisors's Global X S&P 500 Catholic Values ETF position peaked at $381K in Q3 2025.
203 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q4 2025.

Based on HHM Wealth Advisors's 13F filing for Q4 2025, filed 22 Jan 2026.