VVP
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Venture Visionary Partners’s Global X S&P 500 Catholic Values ETF CATH Stock Holding History

Venture Visionary Partners’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
Q3 		$608K Sell
6,709
-1,150
-15% -$104K 0.02% 436
2026
Q2 		$696K Sell
7,859
-875
-10% -$76K 0.02% 416
2026
Q1 		$683K Sell
8,734
-375
-4% -$30.7K 0.02% 370
2025
Q4 		$749K Sell
9,109
-555
-6% -$45.5K 0.02% 363
2025
Q3 		$783K Sell
9,664
-221
-2% -$17.3K 0.03% 328
2025
Q2 		$746K Hold
9,885
– – 0.03% 326
2025
Q1 		$668K Buy
9,885
+16
+0.2% +$1.14K 0.03% 332
2024
Q4 		$699K Sell
9,869
-379
-4% -$27.1K 0.03% 312
2024
Q3 		$711K Sell
10,248
-3,236
-24% -$215K 0.03% 317
2024
Q2 		$882K Sell
13,484
-527
-4% -$33.3K 0.04% 289
2024
Q1 		$892K Sell
14,011
-107
-0.8% -$6.47K 0.04% 289
2023
Q4 		$819K Sell
14,118
-195
-1% -$10.6K 0.04% 277
2023
Q3 		$749K Buy
14,313
+16
+0.1% +$871 0.05% 274
2023
Q2 		$778K Sell
14,297
-300
-2% -$15.4K 0.05% 278
2023
Q1 		$733K Buy
14,597
+3,599
+33% +$175K 0.05% 278
2022
Q4 		$512K Sell
10,998
-314
-3% -$14.7K 0.04% 317
2022
Q3 		$493K Buy
11,312
+1,564
+16% +$75.9K 0.04% 302
2022
Q2 		$448K Buy
+9,748
New +$490K 0.03% 316

Other funds holding CATH

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Venture Visionary Partners's CATH Position: Q3 2026 in Review

Venture Visionary Partners reduced its Global X S&P 500 Catholic Values ETF (CATH) stake by 15% in Q3 2026, selling an estimated $104K and leaving 6,709 shares worth $608K. The position accounts for 0.02% of the portfolio, ranked #436.

Venture Visionary Partners first reported a position in CATH in Q2 2022 and has held it in 18 quarters since. The position peaked at $892K in Q1 2024. 11 funds tracked by Wall St. Rank hold CATH as of Q3 2026.

  • Venture Visionary Partners held 6,709 shares of Global X S&P 500 Catholic Values ETF worth $608K as of Q3 2026.
  • Venture Visionary Partners sold 1,150 Global X S&P 500 Catholic Values ETF shares in Q3 2026, an estimated $104K.
  • Global X S&P 500 Catholic Values ETF made up 0.02% of Venture Visionary Partners's portfolio in Q3 2026, its #436 holding.
  • Venture Visionary Partners first reported a position in Global X S&P 500 Catholic Values ETF in Q2 2022 and has held it in 18 quarters since.
  • Venture Visionary Partners's Global X S&P 500 Catholic Values ETF position peaked at $892K in Q1 2024.
  • 11 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.