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

Imprint Wealth’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
2024 Q1	$625K	Buy	+9,839	New	+$595K	0.15%	139

Other funds holding CATH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

BCM Advisors Lafayette, Louisiana $507M AUM 19.94% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CFFNO

Common Fund For Nonprofit Organizations Wilton, Connecticut $1.03B AUM 22.44% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Imprint Wealth's CATH Position: Q1 2024 in Review

Imprint Wealth opened a new position in Global X S&P 500 Catholic Values ETF (CATH) in Q1 2024: 9,839 shares worth $625K. The stake represents 0.15% of the portfolio and ranks #139 among its holdings.

146 funds tracked by Wall St. Rank hold CATH as of Q1 2024.

Imprint Wealth held 9,839 shares of Global X S&P 500 Catholic Values ETF worth $625K as of Q1 2024.
Global X S&P 500 Catholic Values ETF was a new Imprint Wealth position in Q1 2024.
Global X S&P 500 Catholic Values ETF made up 0.15% of Imprint Wealth's portfolio in Q1 2024, its #139 holding.
146 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q1 2024.

Based on Imprint Wealth's 13F filing for Q1 2024, filed 10 May 2024.