CI
AKRE

CX Institutional’s Akre Focus ETF AKRE Stock Holding History

CX Institutional’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 		– Sell
-631
Closed -$33K – 1655
2026
Q1 		$33K Hold
631
– – ﹤0.01% 1035
2025
Q4 		$41K Buy
+631
New +$40.9K ﹤0.01% 1006

Other funds holding AKRE

CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PGWM
Parisi Gray Wealth Management Mendham, New Jersey $487M AUM 33.83% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
CWAG
Compton Wealth Advisory Group Virginia Beach, Virginia $495M AUM 23.41% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return

CX Institutional's AKRE Position: Q2 2026 in Review

CX Institutional sold out of Akre Focus ETF (AKRE) in Q2 2026, closing a stake of 631 shares — an estimated $33K sold.

CX Institutional first reported a position in AKRE in Q4 2025 and held it in 2 quarters. The position peaked at $41K in Q4 2025. 96 funds tracked by Wall St. Rank hold AKRE as of Q2 2026.

  • CX Institutional reported no remaining Akre Focus ETF position as of Q2 2026 after selling out during the quarter.
  • CX Institutional sold 631 Akre Focus ETF shares in Q2 2026, an estimated $33K.
  • CX Institutional first reported a position in Akre Focus ETF in Q4 2025 and held it in 2 quarters.
  • CX Institutional's Akre Focus ETF position peaked at $41K in Q4 2025.
  • 96 funds tracked by Wall St. Rank held Akre Focus ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.