LifeSteps Financial’s Akre Focus ETF AKRE Stock Holding History

LifeSteps Financial’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	$58.3K	Buy	+1,097	New	+$59.3K	0.03%	201

Other funds holding AKRE

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CWM

Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return

ACA

Ascension Capital Advisors Houston, Texas $356M AUM 16.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PGWM

Parisi Gray Wealth Management Mendham, New Jersey $487M AUM 33.83% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

CSI

Cross Staff Investments Pittsford, New York $178M AUM 21.21% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

LifeSteps Financial's AKRE Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Akre Focus ETF (AKRE) in Q2 2026: 1,097 shares worth $58.3K. The stake represents 0.03% of the portfolio and ranks #201 among its holdings.

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

LifeSteps Financial held 1,097 shares of Akre Focus ETF worth $58.3K as of Q2 2026.
Akre Focus ETF was a new LifeSteps Financial position in Q2 2026.
Akre Focus ETF made up 0.03% of LifeSteps Financial's portfolio in Q2 2026, its #201 holding.
192 funds tracked by Wall St. Rank held Akre Focus ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.