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

Journey Beyond 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
2026 Q2	$445K	Buy	5,029 +1,595	+46%	+$138K	0.35%	21
2026 Q1	$268K	Sell	3,434 -4,709	-58%	-$385K	0.23%	25
2025 Q4	$670K	Buy	8,143 +1,166	+17%	+$95.5K	0.53%	21
2025 Q3	$566K	Sell	6,977 -128	-2%	-$10K	0.47%	21
2025 Q2	$536K	Sell	7,105 -185	-3%	-$12.9K	0.45%	21
2025 Q1	$492K	Hold	7,290	–	–	0.46%	21
2024 Q4	$516K	Buy	+7,290	New	+$520K	0.49%	21

Other funds holding CATH

FEG

Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FWIA

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

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

FBT

First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return

FNBOO

First National Bank of Omaha Omaha, Nebraska $3.55B AUM 27.24% 1-Year Est. Return

Journey Beyond Wealth's CATH Position: Q2 2026 in Review

Journey Beyond Wealth increased its Global X S&P 500 Catholic Values ETF (CATH) stake by 46% in Q2 2026, buying an estimated $138K and bringing the position to 5,029 shares worth $445K. The position accounts for 0.35% of the portfolio, ranked #21.

Journey Beyond Wealth first reported a position in CATH in Q4 2024 and has held it in 7 quarters since. The position peaked at $670K in Q4 2025. 130 funds tracked by Wall St. Rank hold CATH as of Q2 2026.

Journey Beyond Wealth held 5,029 shares of Global X S&P 500 Catholic Values ETF worth $445K as of Q2 2026.
Journey Beyond Wealth bought 1,595 Global X S&P 500 Catholic Values ETF shares in Q2 2026, an estimated $138K.
Global X S&P 500 Catholic Values ETF made up 0.35% of Journey Beyond Wealth's portfolio in Q2 2026, its #21 holding.
Journey Beyond Wealth first reported a position in Global X S&P 500 Catholic Values ETF in Q4 2024 and has held it in 7 quarters since.
Journey Beyond Wealth's Global X S&P 500 Catholic Values ETF position peaked at $670K in Q4 2025.
130 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q2 2026.

Based on Journey Beyond Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.