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 Q2	$831K	Sell	19,247 -973	-5%	-$42.2K	﹤0.01%	1717
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

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

RYIA

Roehl & Yi Investment Advisors Eugene, Oregon $304M AUM 28.64% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

Focus Partners Wealth's GKAT Position: Q2 2026 in Review

Focus Partners Wealth reduced its Scharf Global Opportunity ETF (GKAT) stake by 4.8% in Q2 2026, selling an estimated $42.2K and leaving 19,247 shares worth $831K. The position accounts for ﹤0.01% of the portfolio, ranked #1717.

Focus Partners Wealth first reported a position in GKAT in Q3 2025 and has held it in 4 quarters since. 7 funds tracked by Wall St. Rank hold GKAT as of Q2 2026.

Focus Partners Wealth held 19,247 shares of Scharf Global Opportunity ETF worth $831K as of Q2 2026.
Focus Partners Wealth sold 973 Scharf Global Opportunity ETF shares in Q2 2026, an estimated $42.2K.
Scharf Global Opportunity ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1717 holding.
Focus Partners Wealth first reported a position in Scharf Global Opportunity ETF in Q3 2025 and has held it in 4 quarters since.
7 funds tracked by Wall St. Rank held Scharf Global Opportunity ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.