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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1M Sell
12,823
-675
-5% -$55.2K 0.02% 329
2025
Q4 		$1.11M Hold
13,498
– – 0.02% 314
2025
Q3 		$1.09M Buy
13,498
+5,491
+69% +$429K 0.02% 316
2025
Q2 		$604K Hold
8,007
– – 0.01% 430
2025
Q1 		$541K Hold
8,007
– – 0.01% 432
2024
Q4 		$567K Hold
8,007
– – 0.01% 402
2024
Q3 		$556K Hold
8,007
– – 0.01% 411
2024
Q2 		$524K Buy
+8,007
New +$506K 0.01% 401

Other funds holding CATH

FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $507M AUM 19.94% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return