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

Professional Financial 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
2022 Q4	–	Sell	-1,018	Closed	-$44K	–	134
2022 Q3	$44K	Hold	1,018	–	–	0.03%	148
2022 Q2	$47K	Hold	1,018	–	–	0.03%	150
2022 Q1	$57K	Hold	1,018	–	–	0.02%	136
2021 Q4	$60K	Hold	1,018	–	–	0.03%	156
2021 Q3	$55K	Hold	1,018	–	–	0.03%	136
2021 Q2	$54K	Hold	1,018	–	–	0.03%	137
2021 Q1	$50K	Buy	1,018 +139	+16%	+$6.63K	0.03%	126
2020 Q4	$41K	Hold	879	–	–	0.03%	135
2020 Q3	$35K	Buy	+879	New	+$35.9K	0.03%	131

Other funds holding CATH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return

HCC

Hirtle Callaghan & Co West Conshohocken, Pennsylvania $3.04B AUM 21.27% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FBT

First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return

Professional Financial Advisors's CATH Position: Q4 2022 in Review

Professional Financial Advisors sold out of Global X S&P 500 Catholic Values ETF (CATH) in Q4 2022, closing a stake of 1,018 shares — an estimated $44K sold.

Professional Financial Advisors first reported a position in CATH in Q3 2020 and held it in 9 quarters. The position peaked at $60K in Q4 2021. 113 funds tracked by Wall St. Rank hold CATH as of Q4 2022.

Professional Financial Advisors reported no remaining Global X S&P 500 Catholic Values ETF position as of Q4 2022 after selling out during the quarter.
Professional Financial Advisors sold 1,018 Global X S&P 500 Catholic Values ETF shares in Q4 2022, an estimated $44K.
Professional Financial Advisors first reported a position in Global X S&P 500 Catholic Values ETF in Q3 2020 and held it in 9 quarters.
Professional Financial Advisors's Global X S&P 500 Catholic Values ETF position peaked at $60K in Q4 2021.
113 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.