CW
AKRE

CreativeOne Wealth’s Akre Focus ETF AKRE Stock Holding History

CreativeOne Wealth’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 		$552K Buy
+10,382
New +$561K 0.01% 764

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

CreativeOne Wealth's AKRE Position: Q2 2026 in Review

CreativeOne Wealth opened a new position in Akre Focus ETF (AKRE) in Q2 2026: 10,382 shares worth $552K. The stake represents 0.01% of the portfolio and ranks #764 among its holdings.

442 funds tracked by Wall St. Rank hold AKRE as of Q2 2026.

  • CreativeOne Wealth held 10,382 shares of Akre Focus ETF worth $552K as of Q2 2026.
  • Akre Focus ETF was a new CreativeOne Wealth position in Q2 2026.
  • Akre Focus ETF made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #764 holding.
  • 442 funds tracked by Wall St. Rank held Akre Focus ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.