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Independent Advisor Alliance’s Global X S&P 500 Catholic Values ETF CATH Stock Holding History

Independent Advisor Alliance’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 		$224K Sell
2,527
-2,698
-52% -$234K 0.01% 932
2026
Q1 		$408K Buy
5,225
+1,767
+51% +$144K ﹤0.01% 1196
2025
Q4 		$284K Buy
+3,458
New +$283K 0.01% 813

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

Independent Advisor Alliance's CATH Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Global X S&P 500 Catholic Values ETF (CATH) stake by 52% in Q2 2026, selling an estimated $234K and leaving 2,527 shares worth $224K. The position accounts for 0.01% of the portfolio, ranked #932.

Independent Advisor Alliance first reported a position in CATH in Q4 2025 and has held it in 3 quarters since. The position peaked at $408K in Q1 2026. 213 funds tracked by Wall St. Rank hold CATH as of Q2 2026.

  • Independent Advisor Alliance held 2,527 shares of Global X S&P 500 Catholic Values ETF worth $224K as of Q2 2026.
  • Independent Advisor Alliance sold 2,698 Global X S&P 500 Catholic Values ETF shares in Q2 2026, an estimated $234K.
  • Global X S&P 500 Catholic Values ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #932 holding.
  • Independent Advisor Alliance first reported a position in Global X S&P 500 Catholic Values ETF in Q4 2025 and has held it in 3 quarters since.
  • Independent Advisor Alliance's Global X S&P 500 Catholic Values ETF position peaked at $408K in Q1 2026.
  • 213 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.