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Wood Tarver Financial Group’s Global X S&P 500 Catholic Values ETF CATH Stock Holding History

Wood Tarver Financial 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
2025
Q3 		– Sell
-352
Closed -$26K – 231
2025
Q2 		$26K Hold
352
– – 0.01% 334
2025
Q1 		$23.8K Hold
352
– – 0.01% 334
2024
Q4 		$24K Buy
+352
New +$25.1K 0.01% 328

Other funds holding CATH

FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $507M AUM 19.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Wood Tarver Financial Group's CATH Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Global X S&P 500 Catholic Values ETF (CATH) in Q3 2025, closing a stake of 352 shares — an estimated $26K sold.

Wood Tarver Financial Group first reported a position in CATH in Q4 2024 and held it in 3 quarters. The position peaked at $26K in Q2 2025. 192 funds tracked by Wall St. Rank hold CATH as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Global X S&P 500 Catholic Values ETF position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 352 Global X S&P 500 Catholic Values ETF shares in Q3 2025, an estimated $26K.
  • Wood Tarver Financial Group first reported a position in Global X S&P 500 Catholic Values ETF in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's Global X S&P 500 Catholic Values ETF position peaked at $26K in Q2 2025.
  • 192 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.