RMR Wealth Builders’s Global X S&P 500 Catholic Values ETF CATH Stock Holding History

RMR Wealth Builders’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	$222K	Buy	+2,504	New	+$217K	0.01%	294

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 $77.5B AUM 28.19% 1-Year Est. Return

RMR Wealth Builders's CATH Position: Q2 2026 in Review

RMR Wealth Builders opened a new position in Global X S&P 500 Catholic Values ETF (CATH) in Q2 2026: 2,504 shares worth $222K. The stake represents 0.01% of the portfolio and ranks #294 among its holdings.

212 funds tracked by Wall St. Rank hold CATH as of Q2 2026.

RMR Wealth Builders held 2,504 shares of Global X S&P 500 Catholic Values ETF worth $222K as of Q2 2026.
Global X S&P 500 Catholic Values ETF was a new RMR Wealth Builders position in Q2 2026.
Global X S&P 500 Catholic Values ETF made up 0.01% of RMR Wealth Builders's portfolio in Q2 2026, its #294 holding.
212 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.