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

Sellwood Investment 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 		$481K Sell
5,430
-1,255
-19% -$109K 0.17% 34
2026
Q1 		$522K Buy
6,685
+131
+2% +$10.7K 0.21% 32
2025
Q4 		$539K Buy
6,554
+1,224
+23% +$100K 0.21% 31
2025
Q3 		$432K Sell
5,330
-137
-3% -$10.7K 0.17% 33
2025
Q2 		$412K Buy
5,467
+61
+1% +$4.24K 0.2% 28
2025
Q1 		$365K Buy
5,406
+30
+0.6% +$2.13K 0.19% 24
2024
Q4 		$381K Buy
+5,376
New +$384K 0.2% 23

Other funds holding CATH

CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
FBT
First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
TCOT
Trust Company of Toledo Holland, Ohio $1.2B AUM 33.38% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

Sellwood Investment Partners's CATH Position: Q2 2026 in Review

Sellwood Investment Partners reduced its Global X S&P 500 Catholic Values ETF (CATH) stake by 19% in Q2 2026, selling an estimated $109K and leaving 5,430 shares worth $481K. The position accounts for 0.17% of the portfolio, ranked #34.

Sellwood Investment Partners first reported a position in CATH in Q4 2024 and has held it in 7 quarters since. The position peaked at $539K in Q4 2025. 90 funds tracked by Wall St. Rank hold CATH as of Q2 2026.

  • Sellwood Investment Partners held 5,430 shares of Global X S&P 500 Catholic Values ETF worth $481K as of Q2 2026.
  • Sellwood Investment Partners sold 1,255 Global X S&P 500 Catholic Values ETF shares in Q2 2026, an estimated $109K.
  • Global X S&P 500 Catholic Values ETF made up 0.17% of Sellwood Investment Partners's portfolio in Q2 2026, its #34 holding.
  • Sellwood Investment Partners first reported a position in Global X S&P 500 Catholic Values ETF in Q4 2024 and has held it in 7 quarters since.
  • Sellwood Investment Partners's Global X S&P 500 Catholic Values ETF position peaked at $539K in Q4 2025.
  • 90 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q2 2026.

Based on Sellwood Investment Partners's 13F filing for Q2 2026, filed 28 Jul 2026.