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Advisors Ser Tr shares owned by Roehl & Yi Investment Advisors

Quarter-by-quarter ownership of Advisors Ser Tr (KAT) shares owned by Roehl & Yi Investment Advisors from 13F filings

Historical chart of Roehl & Yi Investment Advisors investment in Advisors Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Advisors Ser Tr held by Roehl & Yi Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Advisors Ser Tr by Roehl & Yi Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.9M 74k 53.59
2025-09-30 $4.2M 75k 56.27

More positions owned by Roehl & Yi Investment Advisors

Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Gold Tr Ishares New (IAU)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Flexshares Tr Mornstar Upstr (GUNR)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Scp Etf (IJR)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Usa Min Vol (USMV)
Exxon Mobil Corporation (XOM)
Advisors Ser Tr Scharf Etf (KAT)

View all positions for Roehl & Yi Investment Advisors

Top funds holding Advisors Ser Tr

Scharf Investments
Colony
Morgan Stanley
Intellectus Partners
HighTower Advisors
Cambridge Investment Research Advisors
Quantinno Capital Management
Citadel Advisors
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Roehl & Yi Investment Advisors
CI Private Wealth
Jane Street
Sanctuary Advisors
Raymond James Financial
Ashton Thomas Private Wealth

View all funds holding Advisors Ser Tr