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Voisard Asset Management Group’s Global X S&P 500 Catholic Values ETF CATH Stock Holding History

Voisard Asset Management Group’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 		$211K Buy
+2,389
New +$207K 0.04% 105
2024
Q4 		– Sell
-1,619
Closed -$112K – 157
2024
Q3 		$112K Buy
+1,619
New +$108K 0.05% 122

Other funds holding CATH

FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
CIA
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Voisard Asset Management Group's CATH Position: Q2 2026 in Review

Voisard Asset Management Group opened a new position in Global X S&P 500 Catholic Values ETF (CATH) in Q2 2026: 2,389 shares worth $211K. The stake represents 0.04% of the portfolio and ranks #105 among its holdings. This is a return to the name: Voisard Asset Management Group previously reported a position in CATH as recently as Q3 2024.

Voisard Asset Management Group first reported a position in CATH in Q3 2024 and has held it in 2 quarters since. 212 funds tracked by Wall St. Rank hold CATH as of Q2 2026.

  • Voisard Asset Management Group held 2,389 shares of Global X S&P 500 Catholic Values ETF worth $211K as of Q2 2026.
  • Global X S&P 500 Catholic Values ETF was a new Voisard Asset Management Group position in Q2 2026.
  • Global X S&P 500 Catholic Values ETF made up 0.04% of Voisard Asset Management Group's portfolio in Q2 2026, its #105 holding.
  • Voisard Asset Management Group first reported a position in Global X S&P 500 Catholic Values ETF in Q3 2024 and has held it in 2 quarters since.
  • 212 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q2 2026.

Based on Voisard Asset Management Group's 13F filing for Q2 2026, filed 13 Jul 2026.