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

Steward Partners Investment Advisory’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	$2.59M	Buy	29,246 +818	+3%	+$71K	0.01%	809
2026 Q1	$2.22M	Sell	28,428 -2,597	-8%	-$212K	0.01%	817
2025 Q4	$2.55M	Sell	31,025 -437	-1%	-$35.8K	0.01%	686
2025 Q3	$2.55M	Sell	31,462 -737	-2%	-$57.6K	0.01%	683
2025 Q2	$2.43M	Sell	32,199 -257	-0.8%	-$17.9K	0.02%	658
2025 Q1	$2.19M	Buy	32,456 +65	+0.2%	+$4.61K	0.02%	638
2024 Q4	$2.29M	Buy	32,391 +2,715	+9%	+$194K	0.02%	591
2024 Q3	$2.06M	Buy	29,676 +4,100	+16%	+$273K	0.02%	615
2024 Q2	$1.67M	Buy	25,576 +676	+3%	+$42.8K	0.02%	642
2024 Q1	$1.58M	Buy	+24,900	New	+$1.51M	0.02%	650

Other funds holding CATH

FEG

Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return

Steward Partners Investment Advisory's CATH Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Global X S&P 500 Catholic Values ETF (CATH) stake by 2.9% in Q2 2026, buying an estimated $71K and bringing the position to 29,246 shares worth $2.59M. The position accounts for 0.01% of the portfolio, ranked #809.

Steward Partners Investment Advisory first reported a position in CATH in Q1 2024 and has held it in 10 quarters since. 212 funds tracked by Wall St. Rank hold CATH as of Q2 2026.

Steward Partners Investment Advisory held 29,246 shares of Global X S&P 500 Catholic Values ETF worth $2.59M as of Q2 2026.
Steward Partners Investment Advisory bought 818 Global X S&P 500 Catholic Values ETF shares in Q2 2026, an estimated $71K.
Global X S&P 500 Catholic Values ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #809 holding.
Steward Partners Investment Advisory first reported a position in Global X S&P 500 Catholic Values ETF in Q1 2024 and has held it in 10 quarters since.
212 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.