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Human Investing’s Global X S&P 500 Catholic Values ETF CATH Stock Holding History

Human Investing’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
Q2 		$832K Sell
9,399
-208
-2% -$18.1K 0.11% 49
2026
Q1 		$751K Buy
9,607
+52
+0.5% +$4.25K 0.11% 53
2025
Q4 		$786K Sell
9,555
-3
-0% -$246 0.11% 51
2025
Q3 		$775K Sell
9,558
-382
-4% -$29.8K 0.11% 47
2025
Q2 		$750K Buy
9,940
+581
+6% +$40.4K 0.12% 46
2025
Q1 		$632K Buy
9,359
+936
+11% +$66.4K 0.11% 48
2024
Q4 		$597K Buy
8,423
+677
+9% +$48.3K 0.11% 50
2024
Q3 		$537K Buy
7,746
+63
+0.8% +$4.19K 0.1% 58
2024
Q2 		$502K Sell
7,683
-362
-4% -$22.9K 0.1% 55
2024
Q1 		$512K Sell
8,045
-372
-4% -$22.5K 0.1% 58
2023
Q4 		$488K Buy
8,417
+14
+0.2% +$762 0.11% 60
2023
Q3 		$439K Sell
8,403
-247
-3% -$13.4K 0.1% 68
2023
Q2 		$471K Buy
8,650
+4,460
+106% +$230K 0.11% 68
2023
Q1 		$210K Buy
+4,190
New +$204K 0.05% 95
2022
Q2 		– Sell
-3,783
Closed -$211K – 117
2022
Q1 		$211K Buy
+3,783
New +$208K 0.05% 113
2021
Q4 		– Sell
-4,773
Closed -$257K – 80
2021
Q3 		$257K Sell
4,773
-82
-2% -$4.51K 0.06% 107
2021
Q2 		$259K Buy
4,855
+1
+0% +$52 0.06% 104
2021
Q1 		$240K Buy
4,854
+181
+4% +$8.63K 0.06% 107
2020
Q4 		$216K Buy
+4,673
New +$205K 0.06% 106

Other funds holding CATH

FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Human Investing's CATH Position: Q2 2026 in Review

Human Investing reduced its Global X S&P 500 Catholic Values ETF (CATH) stake by 2.2% in Q2 2026, selling an estimated $18.1K and leaving 9,399 shares worth $832K. The position accounts for 0.11% of the portfolio, ranked #49.

Human Investing first reported a position in CATH in Q4 2020 and has held it in 19 quarters since. 213 funds tracked by Wall St. Rank hold CATH as of Q2 2026.

  • Human Investing held 9,399 shares of Global X S&P 500 Catholic Values ETF worth $832K as of Q2 2026.
  • Human Investing sold 208 Global X S&P 500 Catholic Values ETF shares in Q2 2026, an estimated $18.1K.
  • Global X S&P 500 Catholic Values ETF made up 0.11% of Human Investing's portfolio in Q2 2026, its #49 holding.
  • Human Investing first reported a position in Global X S&P 500 Catholic Values ETF in Q4 2020 and has held it in 19 quarters since.
  • 213 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q2 2026.

Based on Human Investing's 13F filing for Q2 2026, filed 20 Jul 2026.