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Sowell Financial Services’s Global X S&P 500 Catholic Values ETF CATH Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-524
Closed -$27K – 863
2021
Q1 		$27K Buy
+524
New +$25K ﹤0.01% 1914

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BA
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FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sowell Financial Services's CATH Position: Q2 2021 in Review

Sowell Financial Services sold out of Global X S&P 500 Catholic Values ETF (CATH) in Q2 2021, closing a stake of 524 shares — an estimated $27K sold.

Sowell Financial Services first reported a position in CATH in Q1 2021 and held it in 1 quarter. The position peaked at $27K in Q1 2021. 81 funds tracked by Wall St. Rank hold CATH as of Q2 2021.

  • Sowell Financial Services reported no remaining Global X S&P 500 Catholic Values ETF position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 524 Global X S&P 500 Catholic Values ETF shares in Q2 2021, an estimated $27K.
  • Sowell Financial Services first reported a position in Global X S&P 500 Catholic Values ETF in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's Global X S&P 500 Catholic Values ETF position peaked at $27K in Q1 2021.
  • 81 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.