Secure Asset Management
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Secure Asset Management’s Global X S&P 500 Catholic Values ETF CATH Stock Holding History

Secure Asset Management’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
Q3 		$351K Buy
3,871
+1,100
+40% +$99.4K 0.05% 239
2026
Q2 		$245K Sell
2,771
-200
-7% -$17.4K 0.03% 285
2026
Q1 		$232K Sell
2,971
-36
-1% -$2.94K 0.04% 291
2025
Q4 		$247K Buy
+3,007
New +$246K 0.04% 293

Other funds holding CATH

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
FBT
First Bank & Trust Brookings, South Dakota $687M AUM 18.35% 1-Year Est. Return
TCOT
Trust Company of Toledo Holland, Ohio $1.25B AUM 28.18% 1-Year Est. Return
Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return
First Hawaiian Bank
First Hawaiian Bank Honolulu, Hawaii $826M AUM 13.14% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Cornerstone Management
Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return

Secure Asset Management's CATH Position: Q3 2026 in Review

Secure Asset Management increased its Global X S&P 500 Catholic Values ETF (CATH) stake by 40% in Q3 2026, buying an estimated $99.4K and bringing the position to 3,871 shares worth $351K. The position accounts for 0.05% of the portfolio, ranked #239.

Secure Asset Management first reported a position in CATH in Q4 2025 and has held it in 4 quarters since. 40 funds tracked by Wall St. Rank hold CATH as of Q3 2026.

  • Secure Asset Management held 3,871 shares of Global X S&P 500 Catholic Values ETF worth $351K as of Q3 2026.
  • Secure Asset Management bought 1,100 Global X S&P 500 Catholic Values ETF shares in Q3 2026, an estimated $99.4K.
  • Global X S&P 500 Catholic Values ETF made up 0.05% of Secure Asset Management's portfolio in Q3 2026, its #239 holding.
  • Secure Asset Management first reported a position in Global X S&P 500 Catholic Values ETF in Q4 2025 and has held it in 4 quarters since.
  • 40 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q3 2026.

Based on Secure Asset Management's 13F filing for Q3 2026, filed 19 Oct 2026.