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HRT Financial’s Global X S&P 500 Catholic Values ETF CATH Stock Holding History

HRT Financial’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
-7,020
Closed -$569K – 3237
2025
Q3 		$569K Buy
+7,020
New +$548K ﹤0.01% 1823
2024
Q4 		– Sell
-3,098
Closed -$214K – 2489
2024
Q3 		$214K Buy
+3,098
New +$206K ﹤0.01% 1945

Other funds holding CATH

FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

HRT Financial's CATH Position: Q4 2025 in Review

HRT Financial sold out of Global X S&P 500 Catholic Values ETF (CATH) in Q4 2025, closing a stake of 7,020 shares — an estimated $569K sold.

HRT Financial first reported a position in CATH in Q3 2024 and held it in 2 quarters. The position peaked at $569K in Q3 2025. 202 funds tracked by Wall St. Rank hold CATH as of Q4 2025.

  • HRT Financial reported no remaining Global X S&P 500 Catholic Values ETF position as of Q4 2025 after selling out during the quarter.
  • HRT Financial sold 7,020 Global X S&P 500 Catholic Values ETF shares in Q4 2025, an estimated $569K.
  • HRT Financial first reported a position in Global X S&P 500 Catholic Values ETF in Q3 2024 and held it in 2 quarters.
  • HRT Financial's Global X S&P 500 Catholic Values ETF position peaked at $569K in Q3 2025.
  • 202 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q4 2025.

Based on HRT Financial's 13F filing for Q4 2025, filed 12 Feb 2026.