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PlanVest Financial’s Global X S&P 500 Catholic Values ETF CATH Stock Holding History

PlanVest Financial’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 		$1.57M Buy
17,713
+43
+0.2% +$3.73K 1.05% 26
2026
Q1 		$1.38M Buy
+17,670
New +$1.44M 1.05% 25

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 $1.37T AUM 24.88% 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 $78.6B AUM 28.08% 1-Year Est. Return

PlanVest Financial's CATH Position: Q2 2026 in Review

PlanVest Financial increased its Global X S&P 500 Catholic Values ETF (CATH) stake by 0.24% in Q2 2026, buying an estimated $3.73K and bringing the position to 17,713 shares worth $1.57M. The position accounts for 1.05% of the portfolio, ranked #26.

PlanVest Financial first reported a position in CATH in Q1 2026 and has held it in 2 quarters since. 204 funds tracked by Wall St. Rank hold CATH as of Q2 2026.

  • PlanVest Financial held 17,713 shares of Global X S&P 500 Catholic Values ETF worth $1.57M as of Q2 2026.
  • PlanVest Financial bought 43 Global X S&P 500 Catholic Values ETF shares in Q2 2026, an estimated $3.73K.
  • Global X S&P 500 Catholic Values ETF made up 1.05% of PlanVest Financial's portfolio in Q2 2026, its #26 holding.
  • PlanVest Financial first reported a position in Global X S&P 500 Catholic Values ETF in Q1 2026 and has held it in 2 quarters since.
  • 204 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.