Lido Advisors’s Global X S&P 500 Catholic Values ETF CATH Stock Holding History

Lido Advisors’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	$534K	Hold	6,029	–	–	﹤0.01%	1447
2026 Q1	$471K	Sell	6,029 -119	-2%	-$9.73K	﹤0.01%	1334
2025 Q4	$506K	Hold	6,148	–	–	﹤0.01%	1290
2025 Q3	$498K	Buy	+6,148	New	+$480K	﹤0.01%	1233
2023 Q3	–	Sell	-11,315	Closed	-$616K	–	1231
2023 Q2	$616K	Buy	+11,315	New	+$582K	﹤0.01%	671

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 $72.2B AUM 27.85% 1-Year Est. Return

Lido Advisors's CATH Position: Q2 2026 in Review

Lido Advisors held its Global X S&P 500 Catholic Values ETF (CATH) position steady in Q2 2026 at 6,029 shares worth $534K. The position accounts for ﹤0.01% of the portfolio, ranked #1447.

Lido Advisors first reported a position in CATH in Q2 2023 and has held it in 5 quarters since. The position peaked at $616K in Q2 2023. 212 funds tracked by Wall St. Rank hold CATH as of Q2 2026.

Lido Advisors held 6,029 shares of Global X S&P 500 Catholic Values ETF worth $534K as of Q2 2026.
Lido Advisors left its Global X S&P 500 Catholic Values ETF share count unchanged in Q2 2026.
Global X S&P 500 Catholic Values ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1447 holding.
Lido Advisors first reported a position in Global X S&P 500 Catholic Values ETF in Q2 2023 and has held it in 5 quarters since.
Lido Advisors's Global X S&P 500 Catholic Values ETF position peaked at $616K in Q2 2023.
212 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.