Wealth Enhancement Advisory Services
KAT icon

Wealth Enhancement Advisory Services’s Scharf ETF KAT Stock Holding History

Wealth Enhancement Advisory Services’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 		$867K Buy
15,083
+10
+0.1% +$573 ﹤0.01% 2299
2026
Q2 		$843K Sell
15,073
-904
-6% -$49.8K ﹤0.01% 2206
2026
Q1 		$864K Buy
+15,977
New +$891K ﹤0.01% 1911

Other funds holding KAT

Scharf Investments
Scharf Investments Los Gatos, California $2.96B AUM 10.78% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Ashton Thomas Private Wealth
Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Ashton Thomas Securities
Ashton Thomas Securities Rochester, New York $944M AUM 17.07% 1-Year Est. Return

Wealth Enhancement Advisory Services's KAT Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Scharf ETF (KAT) stake by 0.07% in Q3 2026, buying an estimated $573 and bringing the position to 15,083 shares worth $867K. The position accounts for ﹤0.01% of the portfolio, ranked #2299.

Wealth Enhancement Advisory Services first reported a position in KAT in Q1 2026 and has held it in 3 quarters since. 27 funds tracked by Wall St. Rank hold KAT as of Q3 2026.

  • Wealth Enhancement Advisory Services held 15,083 shares of Scharf ETF worth $867K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 10 Scharf ETF shares in Q3 2026, an estimated $573.
  • Scharf ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2299 holding.
  • Wealth Enhancement Advisory Services first reported a position in Scharf ETF in Q1 2026 and has held it in 3 quarters since.
  • 27 funds tracked by Wall St. Rank held Scharf ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.