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

OneDigital 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 		$977K Hold
11,042
– – 0.01% 752
2026
Q1 		$863K Hold
11,042
– – 0.01% 733
2025
Q4 		$908K Buy
11,042
+65
+0.6% +$5.32K 0.01% 710
2025
Q3 		$890K Hold
10,977
– – 0.01% 702
2025
Q2 		$828K Hold
10,977
– – 0.01% 706
2025
Q1 		$741K Hold
10,977
– – 0.01% 716
2024
Q4 		$778K Buy
10,977
+200
+2% +$14.3K 0.01% 722
2024
Q3 		$748K Hold
10,777
– – 0.01% 767
2024
Q2 		$705K Hold
10,777
– – 0.01% 755
2024
Q1 		$686K Hold
10,777
– – 0.01% 627
2023
Q4 		$625K Sell
10,777
-6,403
-37% -$348K 0.01% 634
2023
Q3 		$899K Buy
17,180
+37
+0.2% +$2.01K 0.02% 451
2023
Q2 		$933K Hold
17,143
– – 0.02% 427
2023
Q1 		$861K Buy
17,143
+56
+0.3% +$2.73K 0.02% 432
2022
Q4 		$795K Hold
17,087
– – 0.02% 409
2022
Q3 		$746K Buy
17,087
+39
+0.2% +$1.89K 0.03% 360
2022
Q2 		$783K Hold
17,048
– – 0.03% 308
2022
Q1 		$951K Buy
17,048
+9,235
+118% +$507K 0.04% 284
2021
Q4 		$460K Sell
7,813
-305
-4% -$17.5K 0.02% 473
2021
Q3 		$438K Buy
8,118
+631
+8% +$34.7K 0.02% 456
2021
Q2 		$399K Hold
7,487
– – 0.02% 476
2021
Q1 		$371K Buy
7,487
+52
+0.7% +$2.48K 0.02% 457
2020
Q4 		$344K Buy
7,435
+720
+11% +$31.6K 0.02% 452
2020
Q3 		$279K Buy
+6,715
New +$274K 0.02% 459

Other funds holding CATH

FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
CIA
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return

OneDigital Investment Advisors's CATH Position: Q2 2026 in Review

OneDigital Investment Advisors held its Global X S&P 500 Catholic Values ETF (CATH) position steady in Q2 2026 at 11,042 shares worth $977K. The position accounts for 0.01% of the portfolio, ranked #752.

OneDigital Investment Advisors first reported a position in CATH in Q3 2020 and has held it in 24 quarters since. 212 funds tracked by Wall St. Rank hold CATH as of Q2 2026.

  • OneDigital Investment Advisors held 11,042 shares of Global X S&P 500 Catholic Values ETF worth $977K as of Q2 2026.
  • OneDigital Investment Advisors left its Global X S&P 500 Catholic Values ETF share count unchanged in Q2 2026.
  • Global X S&P 500 Catholic Values ETF made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #752 holding.
  • OneDigital Investment Advisors first reported a position in Global X S&P 500 Catholic Values ETF in Q3 2020 and has held it in 24 quarters since.
  • 212 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.