AWM
KAT

Apollon Wealth Management’s Scharf ETF KAT Stock Holding History

Apollon 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
Q1 		$241K Hold
4,503
– – ﹤0.01% 1232
2025
Q4 		$248K Hold
4,503
– – ﹤0.01% 1142
2025
Q3 		$253K Buy
+4,503
New +$249K ﹤0.01% 1122

Other funds holding KAT

SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
RYIA
Roehl & Yi Investment Advisors Eugene, Oregon $266M AUM 20.02% 1-Year Est. Return

Apollon Wealth Management's KAT Position: Q1 2026 in Review

Apollon Wealth Management held its Scharf ETF (KAT) position steady in Q1 2026 at 4,503 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #1232.

Apollon Wealth Management first reported a position in KAT in Q3 2025 and has held it in 3 quarters since. The position peaked at $253K in Q3 2025. 41 funds tracked by Wall St. Rank hold KAT as of Q1 2026.

  • Apollon Wealth Management held 4,503 shares of Scharf ETF worth $241K as of Q1 2026.
  • Apollon Wealth Management left its Scharf ETF share count unchanged in Q1 2026.
  • Scharf ETF made up ﹤0.01% of Apollon Wealth Management's portfolio in Q1 2026, its #1232 holding.
  • Apollon Wealth Management first reported a position in Scharf ETF in Q3 2025 and has held it in 3 quarters since.
  • Apollon Wealth Management's Scharf ETF position peaked at $253K in Q3 2025.
  • 41 funds tracked by Wall St. Rank held Scharf ETF as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.