PWMG
CEFA icon

Pioneer Wealth Management Group’s Global X S&P Catholic Values Developed ex-US ETF CEFA Stock Holding History

Pioneer Wealth Management Group’s Portfolio CEFA Stock Details CEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$925K Buy
23,302
+270
+1% +$10.6K 0.22% 34
2026
Q1 		$850K Buy
23,032
+4,521
+24% +$173K 0.24% 31
2025
Q4 		$684K Sell
18,511
-116
-0.6% -$4.26K 0.21% 32
2025
Q3 		$670K Buy
18,627
+2,302
+14% +$80.8K 0.22% 31
2025
Q2 		$561K Buy
16,325
+7,089
+77% +$234K 0.21% 31
2025
Q1 		$310K Buy
+9,236
New +$292K 0.13% 31

Other funds holding CEFA

DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
EI
eCIO Inc Madison, Wisconsin $356M AUM 9.3% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
CH
CDKV Holdings Denver, Colorado $128M AUM
TCOT
Trust Company of Toledo Holland, Ohio $1.2B AUM 33.38% 1-Year Est. Return

Pioneer Wealth Management Group's CEFA Position: Q2 2026 in Review

Pioneer Wealth Management Group increased its Global X S&P Catholic Values Developed ex-US ETF (CEFA) stake by 1.2% in Q2 2026, buying an estimated $10.6K and bringing the position to 23,302 shares worth $925K. The position accounts for 0.22% of the portfolio, ranked #34.

Pioneer Wealth Management Group first reported a position in CEFA in Q1 2025 and has held it in 6 quarters since. 11 funds tracked by Wall St. Rank hold CEFA as of Q2 2026.

  • Pioneer Wealth Management Group held 23,302 shares of Global X S&P Catholic Values Developed ex-US ETF worth $925K as of Q2 2026.
  • Pioneer Wealth Management Group bought 270 Global X S&P Catholic Values Developed ex-US ETF shares in Q2 2026, an estimated $10.6K.
  • Global X S&P Catholic Values Developed ex-US ETF made up 0.22% of Pioneer Wealth Management Group's portfolio in Q2 2026, its #34 holding.
  • Pioneer Wealth Management Group first reported a position in Global X S&P Catholic Values Developed ex-US ETF in Q1 2025 and has held it in 6 quarters since.
  • 11 funds tracked by Wall St. Rank held Global X S&P Catholic Values Developed ex-US ETF as of Q2 2026.

Based on Pioneer Wealth Management Group's 13F filing for Q2 2026, filed 7 Jul 2026.