RYIA
GKAT

Roehl & Yi Investment Advisors’s Scharf Global Opportunity ETF GKAT Stock Holding History

Roehl & Yi Investment Advisors’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 		$769K Sell
17,827
-116
-0.6% -$5.03K 0.25% 82
2026
Q1 		$733K Sell
17,943
-570
-3% -$24K 0.28% 75
2025
Q4 		$758K Sell
18,513
-229
-1% -$9.15K 0.3% 73
2025
Q3 		$747K Buy
+18,742
New +$735K 0.33% 68

Other funds holding GKAT

SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 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
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

Roehl & Yi Investment Advisors's GKAT Position: Q2 2026 in Review

Roehl & Yi Investment Advisors reduced its Scharf Global Opportunity ETF (GKAT) stake by 0.65% in Q2 2026, selling an estimated $5.03K and leaving 17,827 shares worth $769K. The position accounts for 0.25% of the portfolio, ranked #82.

Roehl & Yi Investment Advisors 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.

  • Roehl & Yi Investment Advisors held 17,827 shares of Scharf Global Opportunity ETF worth $769K as of Q2 2026.
  • Roehl & Yi Investment Advisors sold 116 Scharf Global Opportunity ETF shares in Q2 2026, an estimated $5.03K.
  • Scharf Global Opportunity ETF made up 0.25% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #82 holding.
  • Roehl & Yi Investment Advisors 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 Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.