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

McClarren Financial 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	$725K	Buy	8,196 +380	+5%	+$33K	0.37%	43
2026 Q1	$611K	Buy	7,816 +2,225	+40%	+$182K	0.36%	45
2025 Q4	$640K	Buy	5,591 +2,288	+69%	+$187K	0.38%	44
2025 Q3	$696K	Sell	3,303 -7,195	-69%	-$562K	0.43%	43
2025 Q2	$792K	Buy	10,498 +6,590	+169%	+$458K	0.52%	39
2025 Q1	$759K	Sell	3,908 -7,277	-65%	-$516K	0.5%	37
2024 Q4	$792K	Buy	11,185 +1,936	+21%	+$138K	2.22%	6
2024 Q3	$18.4K	Buy	9,249 +8,857	+2,259%	+$589K	2.31%	10
2024 Q2	$727K	Sell	392 -11,486	-97%	-$726K	0.51%	37
2024 Q1	$756K	Buy	11,878 +3,730	+46%	+$225K	0.54%	35
2023 Q4	$473K	Buy	8,148 +221	+3%	+$12K	0.36%	43
2023 Q3	$414K	Sell	7,927 -248	-3%	-$13.5K	0.36%	45
2023 Q2	$445K	Buy	8,175 +3	+0%	+$154	0.37%	46
2023 Q1	$407K	Buy	8,172 +78	+1%	+$3.8K	0.37%	44
2022 Q4	$376K	Sell	8,094 -46	-0.6%	-$2.16K	0.36%	47
2022 Q3	$355K	Buy	+8,140	New	+$395K	0.35%	51
2022 Q2	–	Sell	-8,549	Closed	-$476K	–	63
2022 Q1	$476K	Buy	8,549 +43	+0.5%	+$2.36K	0.34%	39
2021 Q4	$501K	Sell	8,506 -144	-2%	-$8.25K	0.34%	38
2021 Q3	$466K	Buy	8,650 +29	+0.3%	+$1.59K	0.36%	35
2021 Q2	$459K	Buy	8,621 +3,676	+74%	+$191K	0.37%	35
2021 Q1	$245K	Hold	4,945	–	–	0.22%	40
2020 Q4	$228K	Buy	+4,945	New	+$217K	0.22%	41

Other funds holding CATH

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

DAGCO Inc Westlake, Ohio $541M AUM 29.31% 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

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

WAS

WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

McClarren Financial Advisors's CATH Position: Q2 2026 in Review

McClarren Financial Advisors increased its Global X S&P 500 Catholic Values ETF (CATH) stake by 4.9% in Q2 2026, buying an estimated $33K and bringing the position to 8,196 shares worth $725K. The position accounts for 0.37% of the portfolio, ranked #43.

McClarren Financial Advisors first reported a position in CATH in Q4 2020 and has held it in 22 quarters since. The position peaked at $792K in Q2 2025. 33 funds tracked by Wall St. Rank hold CATH as of Q2 2026.

McClarren Financial Advisors held 8,196 shares of Global X S&P 500 Catholic Values ETF worth $725K as of Q2 2026.
McClarren Financial Advisors bought 380 Global X S&P 500 Catholic Values ETF shares in Q2 2026, an estimated $33K.
Global X S&P 500 Catholic Values ETF made up 0.37% of McClarren Financial Advisors's portfolio in Q2 2026, its #43 holding.
McClarren Financial Advisors first reported a position in Global X S&P 500 Catholic Values ETF in Q4 2020 and has held it in 22 quarters since.
McClarren Financial Advisors's Global X S&P 500 Catholic Values ETF position peaked at $792K in Q2 2025.
33 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q2 2026.

Based on McClarren Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.