Focus Partners Wealth
GKAT

Focus Partners Wealth’s Scharf Global Opportunity ETF GKAT Stock Holding History

Focus Partners Wealth’s Portfolio GKAT Stock Details GKAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$826K Buy
20,220
+4
+0% +$168 ﹤0.01% 1697
2025
Q4 		$828K Sell
20,216
-342
-2% -$13.7K ﹤0.01% 1719
2025
Q3 		$820K Buy
+20,558
New +$806K ﹤0.01% 1375

Other funds holding GKAT

SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
RYIA
Roehl & Yi Investment Advisors Eugene, Oregon $266M AUM 20.02% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Focus Partners Wealth's GKAT Position: Q1 2026 in Review

Focus Partners Wealth increased its Scharf Global Opportunity ETF (GKAT) stake by 0.02% in Q1 2026, buying an estimated $168 and bringing the position to 20,220 shares worth $826K. The position accounts for ﹤0.01% of the portfolio, ranked #1697.

Focus Partners Wealth first reported a position in GKAT in Q3 2025 and has held it in 3 quarters since. The position peaked at $828K in Q4 2025. 6 funds tracked by Wall St. Rank hold GKAT as of Q1 2026.

  • Focus Partners Wealth held 20,220 shares of Scharf Global Opportunity ETF worth $826K as of Q1 2026.
  • Focus Partners Wealth bought 4 Scharf Global Opportunity ETF shares in Q1 2026, an estimated $168.
  • Scharf Global Opportunity ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1697 holding.
  • Focus Partners Wealth first reported a position in Scharf Global Opportunity ETF in Q3 2025 and has held it in 3 quarters since.
  • Focus Partners Wealth's Scharf Global Opportunity ETF position peaked at $828K in Q4 2025.
  • 6 funds tracked by Wall St. Rank held Scharf Global Opportunity ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.