Koshinski Asset Management’s Global X S&P 500 Catholic Values ETF CATH Stock Holding History

Koshinski Asset Management’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	$556K	Buy	6,280 +38	+0.6%	+$3.3K	0.03%	433
2026 Q1	$488K	Buy	6,242 +92	+1%	+$7.52K	0.03%	444
2025 Q4	$506K	Buy	6,150 +26	+0.4%	+$2.13K	0.03%	418
2025 Q3	$496K	Buy	6,124 +15	+0.2%	+$1.17K	0.03%	419
2025 Q2	$461K	Buy	6,109 +15	+0.2%	+$1.04K	0.03%	423
2025 Q1	$412K	Buy	6,094 +52	+0.9%	+$3.69K	0.03%	412
2024 Q4	$428K	Buy	6,042 +600	+11%	+$42.8K	0.04%	406
2024 Q3	$378K	Hold	5,442	–	–	0.03%	439
2024 Q2	$364K	Buy	5,442 +1	+0%	+$63	0.03%	417
2024 Q1	$346K	Buy	+5,441	New	+$329K	0.04%	397
2023 Q4	–	Sell	-4,893	Closed	-$256K	–	517
2023 Q3	$256K	Buy	+4,893	New	+$266K	0.03%	461

Other funds holding CATH

FEG

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

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 Charlotte, North Carolina $1.55T AUM 33.47% 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

CIA

Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return

Koshinski Asset Management's CATH Position: Q2 2026 in Review

Koshinski Asset Management increased its Global X S&P 500 Catholic Values ETF (CATH) stake by 0.61% in Q2 2026, buying an estimated $3.3K and bringing the position to 6,280 shares worth $556K. The position accounts for 0.03% of the portfolio, ranked #433.

Koshinski Asset Management first reported a position in CATH in Q3 2023 and has held it in 11 quarters since. 212 funds tracked by Wall St. Rank hold CATH as of Q2 2026.

Koshinski Asset Management held 6,280 shares of Global X S&P 500 Catholic Values ETF worth $556K as of Q2 2026.
Koshinski Asset Management bought 38 Global X S&P 500 Catholic Values ETF shares in Q2 2026, an estimated $3.3K.
Global X S&P 500 Catholic Values ETF made up 0.03% of Koshinski Asset Management's portfolio in Q2 2026, its #433 holding.
Koshinski Asset Management first reported a position in Global X S&P 500 Catholic Values ETF in Q3 2023 and has held it in 11 quarters since.
212 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.