CAWM
AKRE

Capital Advisors Wealth Management’s Akre Focus ETF AKRE Stock Holding History

Capital Advisors 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 		$877K Sell
16,659
-146
-0.9% -$8.37K 0.1% 108
2026
Q2 		$894K Sell
16,805
-2,310
-12% -$125K 0.11% 110
2026
Q1 		$1.01M Sell
19,115
-12,171
-39% -$707K 0.14% 90
2025
Q4 		$2.05M Buy
+31,286
New +$2.03M 0.28% 62

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
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
CD
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return

Capital Advisors Wealth Management's AKRE Position: Q3 2026 in Review

Capital Advisors Wealth Management reduced its Akre Focus ETF (AKRE) stake by 0.87% in Q3 2026, selling an estimated $8.37K and leaving 16,659 shares worth $877K. The position accounts for 0.1% of the portfolio, ranked #108.

Capital Advisors Wealth Management first reported a position in AKRE in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.05M in Q4 2025. 23 funds tracked by Wall St. Rank hold AKRE as of Q3 2026.

  • Capital Advisors Wealth Management held 16,659 shares of Akre Focus ETF worth $877K as of Q3 2026.
  • Capital Advisors Wealth Management sold 146 Akre Focus ETF shares in Q3 2026, an estimated $8.37K.
  • Akre Focus ETF made up 0.1% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #108 holding.
  • Capital Advisors Wealth Management first reported a position in Akre Focus ETF in Q4 2025 and has held it in 4 quarters since.
  • Capital Advisors Wealth Management's Akre Focus ETF position peaked at $2.05M in Q4 2025.
  • 23 funds tracked by Wall St. Rank held Akre Focus ETF as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.