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

Swisher Financial Concepts’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
2025
Q2 		– Sell
-3,071
Closed -$207K – 92
2025
Q1 		$207K Buy
+3,071
New +$218K 0.17% 75

Other funds holding CATH

CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Swisher Financial Concepts's CATH Position: Q2 2025 in Review

Swisher Financial Concepts sold out of Global X S&P 500 Catholic Values ETF (CATH) in Q2 2025, closing a stake of 3,071 shares — an estimated $207K sold.

Swisher Financial Concepts first reported a position in CATH in Q1 2025 and held it in 1 quarter. The position peaked at $207K in Q1 2025. 187 funds tracked by Wall St. Rank hold CATH as of Q2 2025.

  • Swisher Financial Concepts reported no remaining Global X S&P 500 Catholic Values ETF position as of Q2 2025 after selling out during the quarter.
  • Swisher Financial Concepts sold 3,071 Global X S&P 500 Catholic Values ETF shares in Q2 2025, an estimated $207K.
  • Swisher Financial Concepts first reported a position in Global X S&P 500 Catholic Values ETF in Q1 2025 and held it in 1 quarter.
  • Swisher Financial Concepts's Global X S&P 500 Catholic Values ETF position peaked at $207K in Q1 2025.
  • 187 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q2 2025.

Based on Swisher Financial Concepts's 13F filing for Q2 2025, filed 16 Jul 2025.