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

PSI 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
2025 Q1	–	Sell	-360	Closed	-$25.5K	–	770
2024 Q4	$25.5K	Hold	360	–	–	0.01%	375
2024 Q3	$25K	Buy	360 +1	+0.3%	+$67	0.01%	385
2024 Q2	$23.4K	Buy	359 +1	+0.3%	+$63	0.01%	374
2024 Q1	$22.8K	Buy	358 +2	+0.6%	+$121	0.01%	371
2023 Q4	$20.6K	Hold	356	–	–	0.01%	408
2023 Q3	$18.6K	Buy	356 +2	+0.6%	+$109	0.01%	401
2023 Q2	$19.3K	Hold	354	–	–	0.01%	397
2023 Q1	$17.8K	Buy	354 +3	+0.9%	+$146	0.01%	354
2022 Q4	$16.3K	Hold	351	–	–	0.01%	358
2022 Q3	$15K	Buy	351 +101	+40%	+$4.9K	0.01%	362
2022 Q2	$11K	Buy	+250	New	+$12.6K	0.01%	438

Other funds holding CATH

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

CTC

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

FEG

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PSI Advisors's CATH Position: Q1 2025 in Review

PSI Advisors sold out of Global X S&P 500 Catholic Values ETF (CATH) in Q1 2025, closing a stake of 360 shares — an estimated $25.5K sold.

PSI Advisors first reported a position in CATH in Q2 2022 and held it in 11 quarters. The position peaked at $25.5K in Q4 2024. 179 funds tracked by Wall St. Rank hold CATH as of Q1 2025.

PSI Advisors reported no remaining Global X S&P 500 Catholic Values ETF position as of Q1 2025 after selling out during the quarter.
PSI Advisors sold 360 Global X S&P 500 Catholic Values ETF shares in Q1 2025, an estimated $25.5K.
PSI Advisors first reported a position in Global X S&P 500 Catholic Values ETF in Q2 2022 and held it in 11 quarters.
PSI Advisors's Global X S&P 500 Catholic Values ETF position peaked at $25.5K in Q4 2024.
179 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q1 2025.

Based on PSI Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.