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

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

Hirtle Callaghan & Co West Conshohocken, Pennsylvania $2.92B AUM 17.65% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Polen Capital Management

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

BCM Advisors Lafayette, Louisiana $507M AUM 19.94% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return