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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

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
FBT
First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return
TCOT
Trust Company of Toledo Holland, Ohio $1.2B AUM 33.38% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 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. 38 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.
  • 38 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.