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

IFP 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
Q2 		$28.9K Hold
327
– – ﹤0.01% 2741
2026
Q1 		$25.6K Hold
327
– – ﹤0.01% 2648
2025
Q4 		$26.9K Hold
327
– – ﹤0.01% 2560
2025
Q3 		$26.5K Sell
327
-5,143
-94% -$402K ﹤0.01% 2429
2025
Q2 		$413K Sell
5,470
-175
-3% -$12.2K 0.01% 915
2025
Q1 		$381K Buy
5,645
+180
+3% +$12.8K 0.01% 872
2024
Q4 		$387K Buy
5,465
+1,525
+39% +$109K 0.01% 834
2024
Q3 		$273K Buy
3,940
+3,503
+802% +$233K 0.01% 940
2024
Q2 		$28.6K Buy
+437
New +$27.6K ﹤0.01% 1912
2023
Q1 		– Sell
-5,894
Closed -$200K – 3522
2022
Q4 		$200K Buy
5,894
+589
+11% +$27.7K 0.01% 1352
2022
Q3 		$181K Buy
5,305
+4,089
+336% +$198K ﹤0.01% 1471
2022
Q2 		$41K Hold
1,216
– – ﹤0.01% 2296
2022
Q1 		$41K Buy
+1,216
New +$66.8K ﹤0.01% 2296
2018
Q4 		– Sell
-1,622
Closed -$59K – 3547
2018
Q3 		$59K Buy
1,622
+19
+1% +$671 ﹤0.01% 1800
2018
Q2 		$54K Buy
1,603
+204
+15% +$6.81K ﹤0.01% 1868
2018
Q1 		$46K Hold
1,399
– – ﹤0.01% 1860
2017
Q4 		$46K Hold
1,399
– – ﹤0.01% 1878
2017
Q3 		$44K Buy
1,399
+92
+7% +$2.79K ﹤0.01% 2063
2017
Q2 		$39K Hold
1,307
– – ﹤0.01% 2130
2017
Q1 		$38K Buy
1,307
+342
+35% +$9.67K ﹤0.01% 2079
2016
Q4 		$26K Buy
+965
New +$25.7K ﹤0.01% 2280

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 $77.5B AUM 28.19% 1-Year Est. Return

IFP Advisors's CATH Position: Q2 2026 in Review

IFP Advisors held its Global X S&P 500 Catholic Values ETF (CATH) position steady in Q2 2026 at 327 shares worth $28.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2741.

IFP Advisors first reported a position in CATH in Q4 2016 and has held it in 21 quarters since. The position peaked at $413K in Q2 2025. 212 funds tracked by Wall St. Rank hold CATH as of Q2 2026.

  • IFP Advisors held 327 shares of Global X S&P 500 Catholic Values ETF worth $28.9K as of Q2 2026.
  • IFP Advisors left its Global X S&P 500 Catholic Values ETF share count unchanged in Q2 2026.
  • Global X S&P 500 Catholic Values ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2741 holding.
  • IFP Advisors first reported a position in Global X S&P 500 Catholic Values ETF in Q4 2016 and has held it in 21 quarters since.
  • IFP Advisors's Global X S&P 500 Catholic Values ETF position peaked at $413K in Q2 2025.
  • 212 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.