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Joseph P. Lucia & Associates’s Global X S&P 500 Catholic Values ETF CATH Stock Holding History

Joseph P. Lucia & Associates’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
2022
Q3 		– Sell
-93
Closed -$4K – 148
2022
Q2 		$4K Buy
+93
New +$4.67K ﹤0.01% 348

Other funds holding CATH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
HCC
Hirtle Callaghan & Co West Conshohocken, Pennsylvania $2.92B AUM 17.65% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $507M AUM 19.94% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Joseph P. Lucia & Associates's CATH Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of Global X S&P 500 Catholic Values ETF (CATH) in Q3 2022, closing a stake of 93 shares — an estimated $4K sold.

Joseph P. Lucia & Associates first reported a position in CATH in Q2 2022 and held it in 1 quarter. The position peaked at $4K in Q2 2022. 115 funds tracked by Wall St. Rank hold CATH as of Q3 2022.

  • Joseph P. Lucia & Associates reported no remaining Global X S&P 500 Catholic Values ETF position as of Q3 2022 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 93 Global X S&P 500 Catholic Values ETF shares in Q3 2022, an estimated $4K.
  • Joseph P. Lucia & Associates first reported a position in Global X S&P 500 Catholic Values ETF in Q2 2022 and held it in 1 quarter.
  • Joseph P. Lucia & Associates's Global X S&P 500 Catholic Values ETF position peaked at $4K in Q2 2022.
  • 115 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.