PWA
AKRE

Physician Wealth Advisors’s Akre Focus ETF AKRE Stock Holding History

Physician Wealth 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
Q2 		$4.89K Hold
92
– – ﹤0.01% 1107
2026
Q1 		$4.86K Hold
92
– – ﹤0.01% 1016
2025
Q4 		$6.03K Buy
+92
New +$5.96K ﹤0.01% 917

Other funds holding AKRE

MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PGWM
Parisi Gray Wealth Management Mendham, New Jersey $487M AUM 33.83% 1-Year Est. Return
AF
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
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
CWAG
Compton Wealth Advisory Group Virginia Beach, Virginia $495M AUM 23.41% 1-Year Est. Return

Physician Wealth Advisors's AKRE Position: Q2 2026 in Review

Physician Wealth Advisors held its Akre Focus ETF (AKRE) position steady in Q2 2026 at 92 shares worth $4.89K. The position accounts for ﹤0.01% of the portfolio, ranked #1107.

Physician Wealth Advisors first reported a position in AKRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.03K in Q4 2025. 119 funds tracked by Wall St. Rank hold AKRE as of Q2 2026.

  • Physician Wealth Advisors held 92 shares of Akre Focus ETF worth $4.89K as of Q2 2026.
  • Physician Wealth Advisors left its Akre Focus ETF share count unchanged in Q2 2026.
  • Akre Focus ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1107 holding.
  • Physician Wealth Advisors first reported a position in Akre Focus ETF in Q4 2025 and has held it in 3 quarters since.
  • Physician Wealth Advisors's Akre Focus ETF position peaked at $6.03K in Q4 2025.
  • 119 funds tracked by Wall St. Rank held Akre Focus ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.