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Mutual of America Capital Management’s Global X S&P 500 Catholic Values ETF CATH Stock Holding History

Mutual of America Capital 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
2025
Q3 		– Sell
-4,155
Closed -$313K – 1362
2025
Q2 		$313K Buy
+4,155
New +$289K ﹤0.01% 1193
2022
Q4 		– Sell
-2,295
Closed -$100K – 1472
2022
Q3 		$100K Buy
2,295
+893
+64% +$43.3K ﹤0.01% 1526
2022
Q2 		$64K Sell
1,402
-253
-15% -$12.7K ﹤0.01% 1577
2022
Q1 		$92K Buy
1,655
+896
+118% +$49.2K ﹤0.01% 1536
2021
Q4 		$45K Buy
+759
New +$43.5K ﹤0.01% 1618

Other funds holding CATH

FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Mutual of America Capital Management's CATH Position: Q3 2025 in Review

Mutual of America Capital Management sold out of Global X S&P 500 Catholic Values ETF (CATH) in Q3 2025, closing a stake of 4,155 shares — an estimated $313K sold.

Mutual of America Capital Management first reported a position in CATH in Q4 2021 and held it in 5 quarters. The position peaked at $313K in Q2 2025. 192 funds tracked by Wall St. Rank hold CATH as of Q3 2025.

  • Mutual of America Capital Management reported no remaining Global X S&P 500 Catholic Values ETF position as of Q3 2025 after selling out during the quarter.
  • Mutual of America Capital Management sold 4,155 Global X S&P 500 Catholic Values ETF shares in Q3 2025, an estimated $313K.
  • Mutual of America Capital Management first reported a position in Global X S&P 500 Catholic Values ETF in Q4 2021 and held it in 5 quarters.
  • Mutual of America Capital Management's Global X S&P 500 Catholic Values ETF position peaked at $313K in Q2 2025.
  • 192 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q3 2025.

Based on Mutual of America Capital Management's 13F filing for Q3 2025, filed 31 Oct 2025.