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

Savvy Advisors Inc’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
Q3 		– Sell
-3,861
Closed -$291K – 826
2025
Q2 		$291K Buy
+3,861
New +$269K 0.02% 502

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Bank of America
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CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $507M AUM 19.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
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

Savvy Advisors Inc's CATH Position: Q3 2025 in Review

Savvy Advisors Inc sold out of Global X S&P 500 Catholic Values ETF (CATH) in Q3 2025, closing a stake of 3,861 shares — an estimated $291K sold.

Savvy Advisors Inc first reported a position in CATH in Q2 2025 and held it in 1 quarter. The position peaked at $291K in Q2 2025. 192 funds tracked by Wall St. Rank hold CATH as of Q3 2025.

  • Savvy Advisors Inc reported no remaining Global X S&P 500 Catholic Values ETF position as of Q3 2025 after selling out during the quarter.
  • Savvy Advisors Inc sold 3,861 Global X S&P 500 Catholic Values ETF shares in Q3 2025, an estimated $291K.
  • Savvy Advisors Inc first reported a position in Global X S&P 500 Catholic Values ETF in Q2 2025 and held it in 1 quarter.
  • Savvy Advisors Inc's Global X S&P 500 Catholic Values ETF position peaked at $291K in Q2 2025.
  • 192 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q3 2025.

Based on Savvy Advisors Inc's 13F filing for Q3 2025, filed 6 Nov 2025.