CCWA
AKRE

CLA (CliftonLarsonAllen) Wealth Advisors’s Akre Focus ETF AKRE Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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 		$1.46M Hold
27,425
– – 0.02% 173
2026
Q1 		$1.45M Hold
27,425
– – 0.02% 155
2025
Q4 		$1.8M Buy
+27,425
New +$1.78M 0.03% 140

Other funds holding AKRE

BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 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

CLA (CliftonLarsonAllen) Wealth Advisors's AKRE Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors held its Akre Focus ETF (AKRE) position steady in Q2 2026 at 27,425 shares worth $1.46M. The position accounts for 0.02% of the portfolio, ranked #173.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in AKRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.8M in Q4 2025. 442 funds tracked by Wall St. Rank hold AKRE as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 27,425 shares of Akre Focus ETF worth $1.46M as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors left its Akre Focus ETF share count unchanged in Q2 2026.
  • Akre Focus ETF made up 0.02% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #173 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Akre Focus ETF in Q4 2025 and has held it in 3 quarters since.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Akre Focus ETF position peaked at $1.8M in Q4 2025.
  • 442 funds tracked by Wall St. Rank held Akre Focus ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.