Trust Company of Toledo’s Global X S&P 500 Catholic Values ETF CATH Stock Holding History

Trust Company of Toledo’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	$3.4M	Buy	38,462 +906	+2%	+$78.7K	0.28%	79
2026 Q1	$2.94M	Buy	37,556 +100	+0.3%	+$8.18K	0.28%	84
2025 Q4	$3.08M	Sell	37,456 -1,892	-5%	-$155K	0.3%	77
2025 Q3	$3.19M	Sell	39,348 -2,440	-6%	-$191K	0.32%	71
2025 Q2	$3.15M	Buy	+41,788	New	+$2.91M	0.35%	69

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

Trust Company of Toledo's CATH Position: Q2 2026 in Review

Trust Company of Toledo increased its Global X S&P 500 Catholic Values ETF (CATH) stake by 2.4% in Q2 2026, buying an estimated $78.7K and bringing the position to 38,462 shares worth $3.4M. The position accounts for 0.28% of the portfolio, ranked #79.

Trust Company of Toledo first reported a position in CATH in Q2 2025 and has held it in 5 quarters since. 212 funds tracked by Wall St. Rank hold CATH as of Q2 2026.

Trust Company of Toledo held 38,462 shares of Global X S&P 500 Catholic Values ETF worth $3.4M as of Q2 2026.
Trust Company of Toledo bought 906 Global X S&P 500 Catholic Values ETF shares in Q2 2026, an estimated $78.7K.
Global X S&P 500 Catholic Values ETF made up 0.28% of Trust Company of Toledo's portfolio in Q2 2026, its #79 holding.
Trust Company of Toledo first reported a position in Global X S&P 500 Catholic Values ETF in Q2 2025 and has held it in 5 quarters since.
212 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q2 2026.

Based on Trust Company of Toledo's 13F filing for Q2 2026, filed 16 Jul 2026.