Waverly Advisors’s Global X S&P 500 Catholic Values ETF CATH Stock Holding History

Waverly Advisors’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	$458K	Hold	5,170	–	–	﹤0.01%	1220
2026 Q1	$404K	Hold	5,170	–	–	﹤0.01%	1180
2025 Q4	$425K	Buy	+5,170	New	+$423K	﹤0.01%	1066

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 $72.2B AUM 27.85% 1-Year Est. Return

Waverly Advisors's CATH Position: Q2 2026 in Review

Waverly Advisors held its Global X S&P 500 Catholic Values ETF (CATH) position steady in Q2 2026 at 5,170 shares worth $458K. The position accounts for ﹤0.01% of the portfolio, ranked #1220.

Waverly Advisors first reported a position in CATH in Q4 2025 and has held it in 3 quarters since. 213 funds tracked by Wall St. Rank hold CATH as of Q2 2026.

Waverly Advisors held 5,170 shares of Global X S&P 500 Catholic Values ETF worth $458K as of Q2 2026.
Waverly Advisors left its Global X S&P 500 Catholic Values ETF share count unchanged in Q2 2026.
Global X S&P 500 Catholic Values ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1220 holding.
Waverly Advisors first reported a position in Global X S&P 500 Catholic Values ETF in Q4 2025 and has held it in 3 quarters since.
213 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.