Commerce Advisors
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Commerce Advisors’s Akre Focus ETF AKRE Stock Holding History

Commerce 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
Q3 		– Sell
-10,430
Closed -$555K – 136
2026
Q2 		$555K Sell
10,430
-252
-2% -$13.6K 0.3% 52
2026
Q1 		$565K Buy
+10,682
New +$620K 0.47% 44

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Franklin Resources
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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Chemistry Wealth Management
Chemistry Wealth Management New York $639M AUM 11.43% 1-Year Est. Return
Montis Financial
Montis Financial Waltham, Massachusetts $484M AUM 9.65% 1-Year Est. Return
Mesirow Financial Investment Management
Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
AlTi Global
AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return

Commerce Advisors's AKRE Position: Q3 2026 in Review

Commerce Advisors sold out of Akre Focus ETF (AKRE) in Q3 2026, closing a stake of 10,430 shares — an estimated $555K sold.

Commerce Advisors first reported a position in AKRE in Q1 2026 and held it in 2 quarters. The position peaked at $565K in Q1 2026. 362 funds tracked by Wall St. Rank hold AKRE as of Q3 2026.

  • Commerce Advisors reported no remaining Akre Focus ETF position as of Q3 2026 after selling out during the quarter.
  • Commerce Advisors sold 10,430 Akre Focus ETF shares in Q3 2026, an estimated $555K.
  • Commerce Advisors first reported a position in Akre Focus ETF in Q1 2026 and held it in 2 quarters.
  • Commerce Advisors's Akre Focus ETF position peaked at $565K in Q1 2026.
  • 362 funds tracked by Wall St. Rank held Akre Focus ETF as of Q3 2026.

Based on Commerce Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.