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

Root Financial Partners’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	–	Sell	-22	Closed	-$1.72K	–	864
2026 Q1	$1.72K	Sell	22 -33	-60%	-$2.7K	﹤0.01%	2378
2025 Q4	$4.52K	Hold	55	–	–	﹤0.01%	1794
2025 Q3	$4.46K	Buy	+55	New	+$4.29K	﹤0.01%	1770

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

Root Financial Partners's CATH Position: Q2 2026 in Review

Root Financial Partners sold out of Global X S&P 500 Catholic Values ETF (CATH) in Q2 2026, closing a stake of 22 shares — an estimated $1.72K sold.

Root Financial Partners first reported a position in CATH in Q3 2025 and held it in 3 quarters. The position peaked at $4.52K in Q4 2025. 213 funds tracked by Wall St. Rank hold CATH as of Q2 2026.

Root Financial Partners reported no remaining Global X S&P 500 Catholic Values ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 22 Global X S&P 500 Catholic Values ETF shares in Q2 2026, an estimated $1.72K.
Root Financial Partners first reported a position in Global X S&P 500 Catholic Values ETF in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Global X S&P 500 Catholic Values ETF position peaked at $4.52K in Q4 2025.
213 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.