CWM
AKRE

Calamos Wealth Management’s Akre Focus ETF AKRE Stock Holding History

Calamos 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
Q2 		$2.38M Buy
44,719
+417
+0.9% +$22.5K 0.07% 139
2026
Q1 		$2.34M Sell
44,302
-9,404
-18% -$546K 0.08% 131
2025
Q4 		$3.52M Buy
+53,706
New +$3.48M 0.12% 100

Other funds holding AKRE

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
MF
Montis Financial Waltham, Massachusetts $489M AUM 16.12% 1-Year Est. Return
ACA
Ascension Capital Advisors Houston, Texas $356M AUM 16.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
UFAC
Urban Financial Advisory Corp Chicago, Illinois $363M AUM 17.48% 1-Year Est. Return

Calamos Wealth Management's AKRE Position: Q2 2026 in Review

Calamos Wealth Management increased its Akre Focus ETF (AKRE) stake by 0.94% in Q2 2026, buying an estimated $22.5K and bringing the position to 44,719 shares worth $2.38M. The position accounts for 0.07% of the portfolio, ranked #139.

Calamos Wealth Management first reported a position in AKRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.52M in Q4 2025. 295 funds tracked by Wall St. Rank hold AKRE as of Q2 2026.

  • Calamos Wealth Management held 44,719 shares of Akre Focus ETF worth $2.38M as of Q2 2026.
  • Calamos Wealth Management bought 417 Akre Focus ETF shares in Q2 2026, an estimated $22.5K.
  • Akre Focus ETF made up 0.07% of Calamos Wealth Management's portfolio in Q2 2026, its #139 holding.
  • Calamos Wealth Management first reported a position in Akre Focus ETF in Q4 2025 and has held it in 3 quarters since.
  • Calamos Wealth Management's Akre Focus ETF position peaked at $3.52M in Q4 2025.
  • 295 funds tracked by Wall St. Rank held Akre Focus ETF as of Q2 2026.

Based on Calamos Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.