Apollon Wealth Management
KAT icon

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
Q3 		$229K Hold
4,058
– – ﹤0.01% 1451
2026
Q2 		$219K Sell
4,058
-445
-10% -$24.5K ﹤0.01% 1440
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

Scharf Investments
Scharf Investments Los Gatos, California $2.96B AUM 10.78% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Ashton Thomas Private Wealth
Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Apollon Wealth Management's KAT Position: Q3 2026 in Review

Apollon Wealth Management held its Scharf ETF (KAT) position steady in Q3 2026 at 4,058 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #1451.

Apollon Wealth Management first reported a position in KAT in Q3 2025 and has held it in 5 quarters since. The position peaked at $253K in Q3 2025. 27 funds tracked by Wall St. Rank hold KAT as of Q3 2026.

  • Apollon Wealth Management held 4,058 shares of Scharf ETF worth $229K as of Q3 2026.
  • Apollon Wealth Management left its Scharf ETF share count unchanged in Q3 2026.
  • Scharf ETF made up ﹤0.01% of Apollon Wealth Management's portfolio in Q3 2026, its #1451 holding.
  • Apollon Wealth Management first reported a position in Scharf ETF in Q3 2025 and has held it in 5 quarters since.
  • Apollon Wealth Management's Scharf ETF position peaked at $253K in Q3 2025.
  • 27 funds tracked by Wall St. Rank held Scharf ETF as of Q3 2026.

Based on Apollon Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.