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
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

SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $578M AUM 49.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RYIA
Roehl & Yi Investment Advisors Eugene, Oregon $304M AUM 28.64% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

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

Apollon Wealth Management reduced its Scharf ETF (KAT) stake by 9.9% in Q2 2026, selling an estimated $24.5K and leaving 4,058 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #1440.

Apollon Wealth Management first reported a position in KAT in Q3 2025 and has held it in 4 quarters since. The position peaked at $253K in Q3 2025. 37 funds tracked by Wall St. Rank hold KAT as of Q2 2026.

  • Apollon Wealth Management held 4,058 shares of Scharf ETF worth $219K as of Q2 2026.
  • Apollon Wealth Management sold 445 Scharf ETF shares in Q2 2026, an estimated $24.5K.
  • Scharf ETF made up ﹤0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1440 holding.
  • Apollon Wealth Management first reported a position in Scharf ETF in Q3 2025 and has held it in 4 quarters since.
  • Apollon Wealth Management's Scharf ETF position peaked at $253K in Q3 2025.
  • 37 funds tracked by Wall St. Rank held Scharf ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.