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

Integrated Wealth Concepts’s Portfolio CATH Stock Details CATH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$380K Sell
5,035
-363
-7% -$27.4K ﹤0.01% 1425
2025
Q1 		$365K Buy
5,398
+543
+11% +$36.7K ﹤0.01% 1301
2024
Q4 		$344K Buy
4,855
+316
+7% +$22.4K ﹤0.01% 1302
2024
Q3 		$315K Buy
+4,539
New +$315K ﹤0.01% 1311