IMA Advisory Services’s Akre Focus ETF AKRE Stock Holding History

IMA Advisory Services’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	$164K	Buy	+3,092	New	+$167K	0.01%	348

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

IMA Advisory Services's AKRE Position: Q2 2026 in Review

IMA Advisory Services opened a new position in Akre Focus ETF (AKRE) in Q2 2026: 3,092 shares worth $164K. The stake represents 0.01% of the portfolio and ranks #348 among its holdings.

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

IMA Advisory Services held 3,092 shares of Akre Focus ETF worth $164K as of Q2 2026.
Akre Focus ETF was a new IMA Advisory Services position in Q2 2026.
Akre Focus ETF made up 0.01% of IMA Advisory Services's portfolio in Q2 2026, its #348 holding.
442 funds tracked by Wall St. Rank held Akre Focus ETF as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.