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Sound Income Strategies’s Global X S&P 500 Catholic Values ETF CATH Stock Holding History

Sound Income Strategies’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
-1,335
Closed -$105K – 770
2026
Q1 		$105K Hold
1,335
– – 0.01% 582
2025
Q4 		$111K Buy
+1,335
New +$109K 0.01% 556

Other funds holding CATH

FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
Morgan Stanley
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
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
CIA
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Sound Income Strategies's CATH Position: Q2 2026 in Review

Sound Income Strategies sold out of Global X S&P 500 Catholic Values ETF (CATH) in Q2 2026, closing a stake of 1,335 shares — an estimated $105K sold.

Sound Income Strategies first reported a position in CATH in Q4 2025 and held it in 2 quarters. The position peaked at $111K in Q4 2025. 171 funds tracked by Wall St. Rank hold CATH as of Q2 2026.

  • Sound Income Strategies reported no remaining Global X S&P 500 Catholic Values ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 1,335 Global X S&P 500 Catholic Values ETF shares in Q2 2026, an estimated $105K.
  • Sound Income Strategies first reported a position in Global X S&P 500 Catholic Values ETF in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's Global X S&P 500 Catholic Values ETF position peaked at $111K in Q4 2025.
  • 171 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.