IFP Advisors’s Scharf ETF KAT Stock Holding History

IFP 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 Q3	$14.4K	Hold	255	–	–	﹤0.01%	3155
2026 Q2	$13.8K	Hold	255	–	–	﹤0.01%	3193
2026 Q1	$13.7K	Buy	+255	New	+$14.2K	﹤0.01%	2995

Other funds holding KAT

Scharf Investments Los Gatos, California $2.96B AUM 10.78% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

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

Sanctuary Advisors Indianapolis, Indiana $23.4B AUM 20.87% 1-Year Est. Return

Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

IFP Advisors's KAT Position: Q3 2026 in Review

IFP Advisors held its Scharf ETF (KAT) position steady in Q3 2026 at 255 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3155.

IFP Advisors first reported a position in KAT in Q1 2026 and has held it in 3 quarters since. 30 funds tracked by Wall St. Rank hold KAT as of Q3 2026.

IFP Advisors held 255 shares of Scharf ETF worth $14.4K as of Q3 2026.
IFP Advisors left its Scharf ETF share count unchanged in Q3 2026.
Scharf ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3155 holding.
IFP Advisors first reported a position in Scharf ETF in Q1 2026 and has held it in 3 quarters since.
30 funds tracked by Wall St. Rank held Scharf ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.