Creative Financial Designs’s Akre Focus ETF AKRE Stock Holding History

Creative Financial Designs’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	$305K	Buy	5,734 +5,302	+1,227%	+$286K	0.01%	515
2026 Q1	$22.8K	Buy	432 +102	+31%	+$5.92K	﹤0.01%	1163
2025 Q4	$21.6K	Buy	+330	New	+$21.4K	﹤0.01%	1134

Other funds holding AKRE

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Creative Financial Designs's AKRE Position: Q2 2026 in Review

Creative Financial Designs increased its Akre Focus ETF (AKRE) stake by 1,227% in Q2 2026, buying an estimated $286K and bringing the position to 5,734 shares worth $305K. The position accounts for 0.01% of the portfolio, ranked #515.

Creative Financial Designs first reported a position in AKRE in Q4 2025 and has held it in 3 quarters since. 443 funds tracked by Wall St. Rank hold AKRE as of Q2 2026.

Creative Financial Designs held 5,734 shares of Akre Focus ETF worth $305K as of Q2 2026.
Creative Financial Designs bought 5,302 Akre Focus ETF shares in Q2 2026, an estimated $286K.
Akre Focus ETF made up 0.01% of Creative Financial Designs's portfolio in Q2 2026, its #515 holding.
Creative Financial Designs first reported a position in Akre Focus ETF in Q4 2025 and has held it in 3 quarters since.
443 funds tracked by Wall St. Rank held Akre Focus ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.