Creative Planning’s Scharf ETF KAT Stock Holding History

Creative Planning’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	$984K	Buy	+17,471	New	+$1M	﹤0.01%	2770

Other funds holding KAT

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Ashton Thomas Securities Rochester, New York $944M AUM 17.07% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

Greenwood Capital Associates Greenwood, South Carolina $1.03B AUM 20.87% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Creative Planning's KAT Position: Q3 2026 in Review

Creative Planning opened a new position in Scharf ETF (KAT) in Q3 2026: 17,471 shares worth $984K. The stake represents ﹤0.01% of the portfolio and ranks #2770 among its holdings.

18 funds tracked by Wall St. Rank hold KAT as of Q3 2026.

Creative Planning held 17,471 shares of Scharf ETF worth $984K as of Q3 2026.
Scharf ETF was a new Creative Planning position in Q3 2026.
Scharf ETF made up ﹤0.01% of Creative Planning's portfolio in Q3 2026, its #2770 holding.
18 funds tracked by Wall St. Rank held Scharf ETF as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.