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Sound View Wealth Advisors Group’s Global X S&P 500 Catholic Values ETF CATH Stock Holding History

Sound View Wealth Advisors Group’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
Q1 		$8.59M Sell
109,895
-4,484
-4% -$367K 0.58% 46
2025
Q4 		$9.41M Sell
114,379
-187
-0.2% -$15.3K 0.63% 41
2025
Q3 		$9.29M Buy
+114,566
New +$8.95M 0.64% 41

Other funds holding CATH

FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 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

Sound View Wealth Advisors Group's CATH Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its Global X S&P 500 Catholic Values ETF (CATH) stake by 3.9% in Q1 2026, selling an estimated $367K and leaving 109,895 shares worth $8.59M. The position accounts for 0.58% of the portfolio, ranked #46.

Sound View Wealth Advisors Group first reported a position in CATH in Q3 2025 and has held it in 3 quarters since. The position peaked at $9.41M in Q4 2025. 204 funds tracked by Wall St. Rank hold CATH as of Q1 2026.

  • Sound View Wealth Advisors Group held 109,895 shares of Global X S&P 500 Catholic Values ETF worth $8.59M as of Q1 2026.
  • Sound View Wealth Advisors Group sold 4,484 Global X S&P 500 Catholic Values ETF shares in Q1 2026, an estimated $367K.
  • Global X S&P 500 Catholic Values ETF made up 0.58% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #46 holding.
  • Sound View Wealth Advisors Group first reported a position in Global X S&P 500 Catholic Values ETF in Q3 2025 and has held it in 3 quarters since.
  • Sound View Wealth Advisors Group's Global X S&P 500 Catholic Values ETF position peaked at $9.41M in Q4 2025.
  • 204 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.