BTWM
AKRE

Baker Tilly Wealth Management’s Akre Focus ETF AKRE Stock Holding History

Baker Tilly Wealth Management’s Portfolio AKRE Stock Details AKRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-15,412
Closed -$820K – 310
2026
Q2 		$820K Sell
15,412
-81,658
-84% -$4.41M 0.17% 114
2026
Q1 		$5.13M Hold
97,070
– – 1.25% 19
2025
Q4 		$6.36M Buy
+97,070
New +$6.28M 1.57% 18

Other funds holding AKRE

WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Baker Tilly Wealth Management's AKRE Position: Q3 2026 in Review

Baker Tilly Wealth Management sold out of Akre Focus ETF (AKRE) in Q3 2026, closing a stake of 15,412 shares — an estimated $820K sold.

Baker Tilly Wealth Management first reported a position in AKRE in Q4 2025 and held it in 3 quarters. The position peaked at $6.36M in Q4 2025. 23 funds tracked by Wall St. Rank hold AKRE as of Q3 2026.

  • Baker Tilly Wealth Management reported no remaining Akre Focus ETF position as of Q3 2026 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 15,412 Akre Focus ETF shares in Q3 2026, an estimated $820K.
  • Baker Tilly Wealth Management first reported a position in Akre Focus ETF in Q4 2025 and held it in 3 quarters.
  • Baker Tilly Wealth Management's Akre Focus ETF position peaked at $6.36M in Q4 2025.
  • 23 funds tracked by Wall St. Rank held Akre Focus ETF as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.