AWM
KAT

Abound Wealth Management’s Scharf ETF KAT Stock Holding History

Abound Wealth Management’s Portfolio KAT Stock Details KAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$185K Sell
3,428
-184
-5% -$10.1K 0.04% 103
2026
Q1 		$194K Sell
3,612
-149
-4% -$8.31K 0.04% 97
2025
Q4 		$207K Sell
3,761
-150
-4% -$8.22K 0.05% 86
2025
Q3 		$220K Buy
+3,911
New +$216K 0.06% 76

Other funds holding KAT

SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Abound Wealth Management's KAT Position: Q2 2026 in Review

Abound Wealth Management reduced its Scharf ETF (KAT) stake by 5.1% in Q2 2026, selling an estimated $10.1K and leaving 3,428 shares worth $185K. The position accounts for 0.04% of the portfolio, ranked #103.

Abound Wealth Management first reported a position in KAT in Q3 2025 and has held it in 4 quarters since. The position peaked at $220K in Q3 2025. 5 funds tracked by Wall St. Rank hold KAT as of Q2 2026.

  • Abound Wealth Management held 3,428 shares of Scharf ETF worth $185K as of Q2 2026.
  • Abound Wealth Management sold 184 Scharf ETF shares in Q2 2026, an estimated $10.1K.
  • Scharf ETF made up 0.04% of Abound Wealth Management's portfolio in Q2 2026, its #103 holding.
  • Abound Wealth Management first reported a position in Scharf ETF in Q3 2025 and has held it in 4 quarters since.
  • Abound Wealth Management's Scharf ETF position peaked at $220K in Q3 2025.
  • 5 funds tracked by Wall St. Rank held Scharf ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.