CATH — GLOBAL X FDS

Ownership history in Advisory Services Network, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in GLOBAL X FDS (CATH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 1,902 +322 +20.4% 0.00% $154K $80.67
2023 Q4 ADDED 1,580 +990 +167.8% 0.00% $92K $56.94
2023 Q1 ADDED 590 +414 +235.2% 0.00% $30K $48.70
2022 Q4 ADDED 176 +26 +17.3% 0.00% $8K $45.13
2018 Q1 INITIATED 150 — — 0.00% $5K —
% of Fund (quarterly)    CATH price (monthly, adj. close)

Other funds also holding CATH

As of 2025 Q4 — sorted by position size

BCM ADVISORS, LLC 3Y 7Y 3.76% Fund Evaluation Group, LLC 3Y 7Y 1.86% STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 1.82% DAGCO, INC. 3Y 7Y 1.35% CDKV HOLDINGS LLC 1.3% COMMON FUND FOR NONPROFIT ORGANIZATIONS 0.8% Sound View Wealth Advisors Group, LLC 3Y 0.63% Carter Financial, LLC 0.55% ISLAY CAPITAL MANAGEMENT, LLC 3Y 0.5% Widmann Financial Services, Inc. 3Y 0.47%
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