Mount Yale Investment Advisors’s Akre Focus ETF AKRE Stock Holding History

Mount Yale Investment Advisors’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 Q1	$523K	Buy	+9,887	New	+$574K	0.01%	706

Other funds holding AKRE

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mount Yale Investment Advisors's AKRE Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Akre Focus ETF (AKRE) in Q1 2026: 9,887 shares worth $523K. The stake represents 0.01% of the portfolio and ranks #706 among its holdings.

461 funds tracked by Wall St. Rank hold AKRE as of Q1 2026.

Mount Yale Investment Advisors held 9,887 shares of Akre Focus ETF worth $523K as of Q1 2026.
Akre Focus ETF was a new Mount Yale Investment Advisors position in Q1 2026.
Akre Focus ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #706 holding.
461 funds tracked by Wall St. Rank held Akre Focus ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.