CA
KAT

Clearstead Advisors’s Scharf ETF KAT Stock Holding History

Clearstead Advisors’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 		$31.2K Hold
583
– – ﹤0.01% 1360
2025
Q4 		$32.1K Hold
583
– – ﹤0.01% 1561
2025
Q3 		$32.8K Buy
+583
New +$32.2K ﹤0.01% 1425

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

Clearstead Advisors's KAT Position: Q1 2026 in Review

Clearstead Advisors held its Scharf ETF (KAT) position steady in Q1 2026 at 583 shares worth $31.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1360.

Clearstead Advisors first reported a position in KAT in Q3 2025 and has held it in 3 quarters since. The position peaked at $32.8K in Q3 2025. 41 funds tracked by Wall St. Rank hold KAT as of Q1 2026.

  • Clearstead Advisors held 583 shares of Scharf ETF worth $31.2K as of Q1 2026.
  • Clearstead Advisors left its Scharf ETF share count unchanged in Q1 2026.
  • Scharf ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #1360 holding.
  • Clearstead Advisors first reported a position in Scharf ETF in Q3 2025 and has held it in 3 quarters since.
  • Clearstead Advisors's Scharf ETF position peaked at $32.8K in Q3 2025.
  • 41 funds tracked by Wall St. Rank held Scharf ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.