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

Mission Wealth Management’s Portfolio CATH Stock Details CATH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$604K Hold
8,007
– – 0.01% 409
2025
Q1 		$541K Hold
8,007
– – 0.01% 408
2024
Q4 		$567K Hold
8,007
– – 0.01% 384
2024
Q3 		$556K Hold
8,007
– – 0.01% 394
2024
Q2 		$524K Buy
+8,007
New +$524K 0.01% 381