Wealth Enhancement Advisory Services
CATH icon

Wealth Enhancement Advisory Services’s Global X S&P 500 Catholic Values ETF CATH Stock Holding History

Wealth Enhancement Advisory Services’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
Q1 		– Sell
-3,234
Closed -$270K – 3624
2025
Q4 		$270K Buy
3,234
+362
+13% +$29.7K ﹤0.01% 3009
2025
Q3 		$233K Hold
2,872
– – ﹤0.01% 2993
2025
Q2 		$219K Buy
+2,872
New +$200K ﹤0.01% 2909

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Bank of America
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Truist Financial
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BA
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CIA
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return
Wells Fargo
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LPL Financial
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Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Wealth Enhancement Advisory Services's CATH Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of Global X S&P 500 Catholic Values ETF (CATH) in Q1 2026, closing a stake of 3,234 shares — an estimated $270K sold.

Wealth Enhancement Advisory Services first reported a position in CATH in Q2 2025 and held it in 3 quarters. The position peaked at $270K in Q4 2025. 205 funds tracked by Wall St. Rank hold CATH as of Q1 2026.

  • Wealth Enhancement Advisory Services reported no remaining Global X S&P 500 Catholic Values ETF position as of Q1 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 3,234 Global X S&P 500 Catholic Values ETF shares in Q1 2026, an estimated $270K.
  • Wealth Enhancement Advisory Services first reported a position in Global X S&P 500 Catholic Values ETF in Q2 2025 and held it in 3 quarters.
  • Wealth Enhancement Advisory Services's Global X S&P 500 Catholic Values ETF position peaked at $270K in Q4 2025.
  • 205 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.