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
Q3 		$569K Buy
+10,803
New +$619K 0.02% 442
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

WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return

CX Institutional's AKRE Position: Q3 2026 in Review

CX Institutional opened a new position in Akre Focus ETF (AKRE) in Q3 2026: 10,803 shares worth $569K. The stake represents 0.02% of the portfolio and ranks #442 among its holdings. This is a return to the name: CX Institutional previously reported a position in AKRE as recently as Q1 2026.

CX Institutional first reported a position in AKRE in Q4 2025 and has held it in 3 quarters since. 23 funds tracked by Wall St. Rank hold AKRE as of Q3 2026.

  • CX Institutional held 10,803 shares of Akre Focus ETF worth $569K as of Q3 2026.
  • Akre Focus ETF was a new CX Institutional position in Q3 2026.
  • Akre Focus ETF made up 0.02% of CX Institutional's portfolio in Q3 2026, its #442 holding.
  • CX Institutional first reported a position in Akre Focus ETF in Q4 2025 and has held it in 3 quarters since.
  • 23 funds tracked by Wall St. Rank held Akre Focus ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.