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 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 $3.03B AUM 7.75% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AWM

Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

IFP Advisors's KAT Position: Q2 2026 in Review

IFP Advisors held its Scharf ETF (KAT) position steady in Q2 2026 at 255 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3193.

IFP Advisors first reported a position in KAT in Q1 2026 and has held it in 2 quarters since. 5 funds tracked by Wall St. Rank hold KAT as of Q2 2026.

IFP Advisors held 255 shares of Scharf ETF worth $13.8K as of Q2 2026.
IFP Advisors left its Scharf ETF share count unchanged in Q2 2026.
Scharf ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3193 holding.
IFP Advisors first reported a position in Scharf ETF in Q1 2026 and has held it in 2 quarters since.
5 funds tracked by Wall St. Rank held Scharf ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.