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

Prospera Financial Services’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	$1.01M	Hold	11,388	–	–	0.01%	763
2026 Q1	$890K	Buy	11,388 +1,005	+10%	+$82.2K	0.01%	763
2025 Q4	$854K	Sell	10,383 -756	-7%	-$61.9K	0.01%	736
2025 Q3	$903K	Sell	11,139 -45	-0.4%	-$3.51K	0.02%	709
2025 Q2	$844K	Buy	11,184 +380	+4%	+$26.4K	0.02%	716
2025 Q1	$730K	Buy	10,804 +930	+9%	+$66K	0.02%	649
2024 Q4	$699K	Buy	9,874 +1,502	+18%	+$107K	0.02%	642
2024 Q3	$581K	Hold	8,372	–	–	0.01%	671
2024 Q2	$548K	Buy	8,372 +4,247	+103%	+$269K	0.02%	682
2024 Q1	$263K	Buy	+4,125	New	+$249K	0.01%	947
2022 Q2	–	Sell	-1,972	Closed	-$110K	–	1751
2022 Q1	$110K	Buy	+1,972	New	+$108K	﹤0.01%	1083

Other funds holding CATH

FEG

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Prospera Financial Services's CATH Position: Q2 2026 in Review

Prospera Financial Services held its Global X S&P 500 Catholic Values ETF (CATH) position steady in Q2 2026 at 11,388 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #763.

Prospera Financial Services first reported a position in CATH in Q1 2022 and has held it in 11 quarters since. 212 funds tracked by Wall St. Rank hold CATH as of Q2 2026.

Prospera Financial Services held 11,388 shares of Global X S&P 500 Catholic Values ETF worth $1.01M as of Q2 2026.
Prospera Financial Services left its Global X S&P 500 Catholic Values ETF share count unchanged in Q2 2026.
Global X S&P 500 Catholic Values ETF made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #763 holding.
Prospera Financial Services first reported a position in Global X S&P 500 Catholic Values ETF in Q1 2022 and has held it in 11 quarters since.
212 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.