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MassMutual Private Wealth & Trust’s Global X S&P 500 Catholic Values ETF CATH Stock Holding History

MassMutual Private Wealth & Trust’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 		$48.7K Hold
550
– – ﹤0.01% 782
2026
Q1 		$43K Buy
550
+100
+22% +$8.18K ﹤0.01% 818
2025
Q4 		$37K Hold
450
– – ﹤0.01% 895
2025
Q3 		$36.5K Buy
450
+50
+13% +$3.9K ﹤0.01% 898
2025
Q2 		$30.2K Buy
+400
New +$27.8K ﹤0.01% 943

Other funds holding CATH

CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
FBT
First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
TCOT
Trust Company of Toledo Holland, Ohio $1.2B AUM 33.38% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

MassMutual Private Wealth & Trust's CATH Position: Q2 2026 in Review

MassMutual Private Wealth & Trust held its Global X S&P 500 Catholic Values ETF (CATH) position steady in Q2 2026 at 550 shares worth $48.7K. The position accounts for ﹤0.01% of the portfolio, ranked #782.

MassMutual Private Wealth & Trust first reported a position in CATH in Q2 2025 and has held it in 5 quarters since. 90 funds tracked by Wall St. Rank hold CATH as of Q2 2026.

  • MassMutual Private Wealth & Trust held 550 shares of Global X S&P 500 Catholic Values ETF worth $48.7K as of Q2 2026.
  • MassMutual Private Wealth & Trust 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 MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #782 holding.
  • MassMutual Private Wealth & Trust first reported a position in Global X S&P 500 Catholic Values ETF in Q2 2025 and has held it in 5 quarters since.
  • 90 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.