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

Pineridge 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
2025
Q3 		$37.5K Hold
463
– – 0.01% 119
2025
Q2 		$34.9K Hold
463
– – 0.01% 125
2025
Q1 		$31.3K Hold
463
– – 0.01% 141
2024
Q4 		$32.8K Sell
463
-137
-23% -$9.78K 0.01% 171
2024
Q3 		$41.6K Hold
600
– – 0.02% 151
2024
Q2 		$39.2K Hold
600
– – 0.01% 157
2024
Q1 		$38.2K Sell
600
-64
-10% -$3.87K 0.01% 159
2023
Q4 		$38.5K Buy
+664
New +$36.1K 0.01% 188

Other funds holding CATH

FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 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 $5.08B AUM 25.65% 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 $74.2B AUM 21.09% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $507M AUM 19.94% 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 $377B AUM 19.32% 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

Pineridge Advisors's CATH Position: Q3 2025 in Review

Pineridge Advisors held its Global X S&P 500 Catholic Values ETF (CATH) position steady in Q3 2025 at 463 shares worth $37.5K. The position accounts for 0.01% of the portfolio, ranked #119.

Pineridge Advisors first reported a position in CATH in Q4 2023 and has held it in 8 quarters since. The position peaked at $41.6K in Q3 2024. 192 funds tracked by Wall St. Rank hold CATH as of Q3 2025.

  • Pineridge Advisors held 463 shares of Global X S&P 500 Catholic Values ETF worth $37.5K as of Q3 2025.
  • Pineridge Advisors left its Global X S&P 500 Catholic Values ETF share count unchanged in Q3 2025.
  • Global X S&P 500 Catholic Values ETF made up 0.01% of Pineridge Advisors's portfolio in Q3 2025, its #119 holding.
  • Pineridge Advisors first reported a position in Global X S&P 500 Catholic Values ETF in Q4 2023 and has held it in 8 quarters since.
  • Pineridge Advisors's Global X S&P 500 Catholic Values ETF position peaked at $41.6K in Q3 2024.
  • 192 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.