Moneta Group Investment Advisors’s Global X S&P 500 Catholic Values ETF CATH Stock Holding History

Moneta Group Investment 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	$472K	Buy	5,338 +5	+0.1%	+$434	﹤0.01%	557
2026 Q1	$417K	Sell	5,333 -68	-1%	-$5.56K	﹤0.01%	550
2025 Q4	$444K	Buy	5,401 +142	+3%	+$11.6K	﹤0.01%	533
2025 Q3	$426K	Sell	5,259 -2	-0%	-$156	﹤0.01%	539
2025 Q2	$397K	Buy	5,261 +300	+6%	+$20.9K	﹤0.01%	497
2025 Q1	$335K	Buy	4,961 +684	+16%	+$48.5K	﹤0.01%	504
2024 Q4	$303K	Hold	4,277	–	–	﹤0.01%	530
2024 Q3	$297K	Hold	4,277	–	–	﹤0.01%	522
2024 Q2	$280K	Hold	4,277	–	–	﹤0.01%	506
2024 Q1	$272K	Hold	4,277	–	–	﹤0.01%	515
2023 Q4	$248K	Buy	+4,277	New	+$233K	﹤0.01%	486

Other funds holding CATH

FEG

Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return

CIA

Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return

Moneta Group Investment Advisors's CATH Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its Global X S&P 500 Catholic Values ETF (CATH) stake by 0.09% in Q2 2026, buying an estimated $434 and bringing the position to 5,338 shares worth $472K. The position accounts for ﹤0.01% of the portfolio, ranked #557.

Moneta Group Investment Advisors first reported a position in CATH in Q4 2023 and has held it in 11 quarters since. 212 funds tracked by Wall St. Rank hold CATH as of Q2 2026.

Moneta Group Investment Advisors held 5,338 shares of Global X S&P 500 Catholic Values ETF worth $472K as of Q2 2026.
Moneta Group Investment Advisors bought 5 Global X S&P 500 Catholic Values ETF shares in Q2 2026, an estimated $434.
Global X S&P 500 Catholic Values ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #557 holding.
Moneta Group Investment Advisors first reported a position in Global X S&P 500 Catholic Values ETF in Q4 2023 and has held it in 11 quarters since.
212 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.