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Tyler-Stone Wealth Management’s Global X S&P 500 Catholic Values ETF CATH Stock Holding History

Tyler-Stone Wealth Management’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 		$258K Buy
3,426
+36
+1% +$2.5K 0.04% 292
2025
Q1 		$229K Buy
3,390
+318
+10% +$22.6K 0.04% 298
2024
Q4 		$218K Hold
3,072
– – 0.04% 301
2024
Q3 		$213K Buy
3,072
+1,691
+122% +$113K 0.04% 305
2024
Q2 		$90.3K Hold
1,381
– – 0.04% 302
2024
Q1 		$87.9K Buy
1,381
+10
+0.7% +$605 0.04% 292
2023
Q4 		$79.5K Hold
1,371
– – 0.04% 291
2023
Q3 		$72K Buy
1,371
+5
+0.4% +$272 0.04% 292
2023
Q2 		$74K Buy
+1,366
New +$70.3K 0.04% 285
2022
Q4 		$65K Sell
1,407
-158
-10% -$7.42K 0.04% 280
2022
Q3 		$68K Buy
1,565
+57
+4% +$2.77K 0.05% 264
2022
Q2 		$69K Buy
1,508
+400
+36% +$20.1K 0.05% 279
2022
Q1 		$62K Buy
1,108
+438
+65% +$24.1K 0.03% 312
2021
Q4 		$39K Buy
+670
New +$38.4K 0.02% 390

Other funds holding CATH

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
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 $74.2B AUM 21.09% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $507M AUM 19.94% 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

Tyler-Stone Wealth Management's CATH Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its Global X S&P 500 Catholic Values ETF (CATH) stake by 1.1% in Q2 2025, buying an estimated $2.5K and bringing the position to 3,426 shares worth $258K. The position accounts for 0.04% of the portfolio, ranked #292.

Tyler-Stone Wealth Management first reported a position in CATH in Q4 2021 and has held it in 14 quarters since. 187 funds tracked by Wall St. Rank hold CATH as of Q2 2025.

  • Tyler-Stone Wealth Management held 3,426 shares of Global X S&P 500 Catholic Values ETF worth $258K as of Q2 2025.
  • Tyler-Stone Wealth Management bought 36 Global X S&P 500 Catholic Values ETF shares in Q2 2025, an estimated $2.5K.
  • Global X S&P 500 Catholic Values ETF made up 0.04% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #292 holding.
  • Tyler-Stone Wealth Management first reported a position in Global X S&P 500 Catholic Values ETF in Q4 2021 and has held it in 14 quarters since.
  • 187 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.