GA
AKRE

GoalVest Advisory’s Akre Focus ETF AKRE Stock Holding History

GoalVest Advisory’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 		$9.59K Sell
182
-473
-72% -$27.1K ﹤0.01% 457
2026
Q2 		$34.8K Sell
655
-88
-12% -$4.75K 0.01% 244
2026
Q1 		$39.3K Buy
+743
New +$43.2K 0.01% 252

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
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 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

GoalVest Advisory's AKRE Position: Q3 2026 in Review

GoalVest Advisory reduced its Akre Focus ETF (AKRE) stake by 72% in Q3 2026, selling an estimated $27.1K and leaving 182 shares worth $9.59K. The position accounts for ﹤0.01% of the portfolio, ranked #457.

GoalVest Advisory first reported a position in AKRE in Q1 2026 and has held it in 3 quarters since. The position peaked at $39.3K in Q1 2026. 23 funds tracked by Wall St. Rank hold AKRE as of Q3 2026.

  • GoalVest Advisory held 182 shares of Akre Focus ETF worth $9.59K as of Q3 2026.
  • GoalVest Advisory sold 473 Akre Focus ETF shares in Q3 2026, an estimated $27.1K.
  • Akre Focus ETF made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #457 holding.
  • GoalVest Advisory first reported a position in Akre Focus ETF in Q1 2026 and has held it in 3 quarters since.
  • GoalVest Advisory's Akre Focus ETF position peaked at $39.3K in Q1 2026.
  • 23 funds tracked by Wall St. Rank held Akre Focus ETF as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.