MassMutual Private Wealth & Trust
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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
Q3 		$49.9K Hold
550
– – ﹤0.01% 739
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

Fund Evaluation Group
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Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Central Trust Company
Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co New York $23.3B AUM 18.7% 1-Year Est. Return
BCM Advisors
BCM Advisors Lafayette, Louisiana $515M AUM 12.86% 1-Year Est. Return
Choate Investment Advisors
Choate Investment Advisors Boston, Massachusetts $5.8B AUM 16.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Commerce Bank
Commerce Bank Kansas City, Missouri $22.9B AUM 22.61% 1-Year Est. Return

MassMutual Private Wealth & Trust's CATH Position: Q3 2026 in Review

MassMutual Private Wealth & Trust held its Global X S&P 500 Catholic Values ETF (CATH) position steady in Q3 2026 at 550 shares worth $49.9K. The position accounts for ﹤0.01% of the portfolio, ranked #739.

MassMutual Private Wealth & Trust first reported a position in CATH in Q2 2025 and has held it in 6 quarters since. 175 funds tracked by Wall St. Rank hold CATH as of Q3 2026.

  • MassMutual Private Wealth & Trust held 550 shares of Global X S&P 500 Catholic Values ETF worth $49.9K as of Q3 2026.
  • MassMutual Private Wealth & Trust left its Global X S&P 500 Catholic Values ETF share count unchanged in Q3 2026.
  • Global X S&P 500 Catholic Values ETF made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #739 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 6 quarters since.
  • 175 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.