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

IHT Wealth Management’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 		$557K Sell
6,293
-21
-0.3% -$1.82K 0.01% 795
2026
Q1 		$493K Buy
6,314
+210
+3% +$17.2K 0.01% 836
2025
Q4 		$502K Buy
6,104
+426
+8% +$34.9K 0.01% 768
2025
Q3 		$460K Buy
5,678
+119
+2% +$9.29K 0.01% 770
2025
Q2 		$419K Buy
5,559
+671
+14% +$46.7K 0.01% 761
2025
Q1 		$330K Sell
4,888
-28
-0.6% -$1.99K 0.01% 823
2024
Q4 		$348K Hold
4,916
– – 0.01% 808
2024
Q3 		$341K Hold
4,916
– – 0.01% 864
2024
Q2 		$322K Sell
4,916
-1,184
-19% -$74.9K 0.01% 776
2024
Q1 		$388K Sell
6,100
-883
-13% -$53.4K 0.02% 714
2023
Q4 		$405K Hold
6,983
– – 0.02% 671
2023
Q3 		$365K Buy
6,983
+9
+0.1% +$490 0.02% 656
2023
Q2 		$380K Sell
6,974
-288
-4% -$14.8K 0.02% 635
2023
Q1 		$365K Buy
7,262
+319
+5% +$15.6K 0.02% 625
2022
Q4 		$323K Hold
6,943
– – 0.02% 627
2022
Q3 		$303K Buy
+6,943
New +$337K 0.02% 615

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

IHT Wealth Management's CATH Position: Q2 2026 in Review

IHT Wealth Management reduced its Global X S&P 500 Catholic Values ETF (CATH) stake by 0.33% in Q2 2026, selling an estimated $1.82K and leaving 6,293 shares worth $557K. The position accounts for 0.01% of the portfolio, ranked #795.

IHT Wealth Management first reported a position in CATH in Q3 2022 and has held it in 16 quarters since. 212 funds tracked by Wall St. Rank hold CATH as of Q2 2026.

  • IHT Wealth Management held 6,293 shares of Global X S&P 500 Catholic Values ETF worth $557K as of Q2 2026.
  • IHT Wealth Management sold 21 Global X S&P 500 Catholic Values ETF shares in Q2 2026, an estimated $1.82K.
  • Global X S&P 500 Catholic Values ETF made up 0.01% of IHT Wealth Management's portfolio in Q2 2026, its #795 holding.
  • IHT Wealth Management first reported a position in Global X S&P 500 Catholic Values ETF in Q3 2022 and has held it in 16 quarters since.
  • 212 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.