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Pioneer Wealth Management Group’s Global X S&P 500 Catholic Values ETF CATH Stock Holding History

Pioneer Wealth Management Group’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
2024
Q3 		$244K Buy
3,515
+36
+1% +$2.4K 0.12% 39
2024
Q2 		$227K Buy
+3,479
New +$220K 0.12% 39

Other funds holding CATH

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
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 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
CFFNO
Common Fund For Nonprofit Organizations Wilton, Connecticut $1.03B AUM 22.44% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Pioneer Wealth Management Group's CATH Position: Q3 2024 in Review

Pioneer Wealth Management Group increased its Global X S&P 500 Catholic Values ETF (CATH) stake by 1% in Q3 2024, buying an estimated $2.4K and bringing the position to 3,515 shares worth $244K. The position accounts for 0.12% of the portfolio, ranked #39.

Pioneer Wealth Management Group first reported a position in CATH in Q2 2024 and has held it in 2 quarters since. 174 funds tracked by Wall St. Rank hold CATH as of Q3 2024.

  • Pioneer Wealth Management Group held 3,515 shares of Global X S&P 500 Catholic Values ETF worth $244K as of Q3 2024.
  • Pioneer Wealth Management Group bought 36 Global X S&P 500 Catholic Values ETF shares in Q3 2024, an estimated $2.4K.
  • Global X S&P 500 Catholic Values ETF made up 0.12% of Pioneer Wealth Management Group's portfolio in Q3 2024, its #39 holding.
  • Pioneer Wealth Management Group first reported a position in Global X S&P 500 Catholic Values ETF in Q2 2024 and has held it in 2 quarters since.
  • 174 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q3 2024.

Based on Pioneer Wealth Management Group's 13F filing for Q3 2024, filed 7 Oct 2024.