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

MBE Wealth 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
Q3 		$728K Buy
8,028
+16
+0.2% +$1.45K 0.26% 55
2026
Q2 		$709K Buy
8,012
+2
+0% +$174 0.25% 58
2026
Q1 		$626K Sell
8,010
-26
-0.3% -$2.13K 0.26% 53
2025
Q4 		$661K Buy
8,036
+473
+6% +$38.7K 0.28% 50
2025
Q3 		$613K Buy
7,563
+1,734
+30% +$135K 0.27% 50
2025
Q2 		$440K Buy
5,829
+116
+2% +$8.07K 0.19% 69
2025
Q1 		$386K Buy
5,713
+655
+13% +$46.5K 0.18% 70
2024
Q4 		$358K Sell
5,058
-37
-0.7% -$2.64K 0.2% 61
2024
Q3 		$354K Buy
5,095
+150
+3% +$10K 0.2% 64
2024
Q2 		$323K Sell
4,945
-50
-1% -$3.16K 0.2% 63
2024
Q1 		$318K Hold
4,995
– – 0.2% 63
2023
Q4 		$290K Sell
4,995
-112
-2% -$6.1K 0.15% 65
2023
Q3 		$267K Hold
5,107
– – 0.15% 59
2023
Q2 		$278K Hold
5,107
– – 0.15% 60
2023
Q1 		$256K Buy
5,107
+29
+0.6% +$1.41K 0.15% 62
2022
Q4 		$236K Buy
5,078
+109
+2% +$5.12K 0.15% 60
2022
Q3 		$217K Buy
4,969
+40
+0.8% +$1.94K 0.16% 55
2022
Q2 		$226K Buy
4,929
+430
+10% +$21.6K 0.16% 58
2022
Q1 		$251K Buy
+4,499
New +$247K 0.15% 55
2020
Q2 		– Sell
-1,186
Closed -$37K – 115
2020
Q1 		$37K Buy
+1,186
New +$44.4K 0.04% 148

Other funds holding CATH

Fund Evaluation Group
Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 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
BCM Advisors
BCM Advisors Lafayette, Louisiana $515M AUM 12.86% 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
Sound View Wealth Advisors Group
Sound View Wealth Advisors Group Savannah, Georgia $1.62B AUM 19.49% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
SFS
Security Financial Services Fort Wayne, Indiana $750M AUM 14.74% 1-Year Est. Return

MBE Wealth Management's CATH Position: Q3 2026 in Review

MBE Wealth Management increased its Global X S&P 500 Catholic Values ETF (CATH) stake by 0.2% in Q3 2026, buying an estimated $1.45K and bringing the position to 8,028 shares worth $728K. The position accounts for 0.26% of the portfolio, ranked #55.

MBE Wealth Management first reported a position in CATH in Q1 2020 and has held it in 20 quarters since. 130 funds tracked by Wall St. Rank hold CATH as of Q3 2026.

  • MBE Wealth Management held 8,028 shares of Global X S&P 500 Catholic Values ETF worth $728K as of Q3 2026.
  • MBE Wealth Management bought 16 Global X S&P 500 Catholic Values ETF shares in Q3 2026, an estimated $1.45K.
  • Global X S&P 500 Catholic Values ETF made up 0.26% of MBE Wealth Management's portfolio in Q3 2026, its #55 holding.
  • MBE Wealth Management first reported a position in Global X S&P 500 Catholic Values ETF in Q1 2020 and has held it in 20 quarters since.
  • 130 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q3 2026.

Based on MBE Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.