Prospera Financial Services
AKRE icon

Prospera Financial Services’s Akre Focus ETF AKRE Stock Holding History

Prospera Financial 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
Q3 		$1.69M Sell
28,602
-8,076
-22% -$463K 0.02% 645
2026
Q2 		$1.95M Sell
36,678
-20,028
-35% -$1.08M 0.03% 530
2026
Q1 		$3M Sell
56,706
-92,802
-62% -$5.39M 0.05% 394
2025
Q4 		$9.8M Buy
+149,508
New +$9.7M 0.16% 141

Other funds holding AKRE

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Chemistry Wealth Management
Chemistry Wealth Management New York $639M AUM 11.43% 1-Year Est. Return
Montis Financial
Montis Financial Waltham, Massachusetts $484M AUM 9.65% 1-Year Est. Return
Mesirow Financial Investment Management
Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AlTi Global
AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return
Parisi Gray Wealth Management
Parisi Gray Wealth Management Mendham, New Jersey $504M AUM 26.36% 1-Year Est. Return
Affiance Financial
Affiance Financial St. Louis Park, Minnesota $701M AUM 9.88% 1-Year Est. Return
CSI
Cross Staff Investments Pittsford, New York $168M AUM 14.41% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Prospera Financial Services's AKRE Position: Q3 2026 in Review

Prospera Financial Services reduced its Akre Focus ETF (AKRE) stake by 22% in Q3 2026, selling an estimated $463K and leaving 28,602 shares worth $1.69M. The position accounts for 0.02% of the portfolio, ranked #645.

Prospera Financial Services first reported a position in AKRE in Q4 2025 and has held it in 4 quarters since. The position peaked at $9.8M in Q4 2025. 243 funds tracked by Wall St. Rank hold AKRE as of Q3 2026.

  • Prospera Financial Services held 28,602 shares of Akre Focus ETF worth $1.69M as of Q3 2026.
  • Prospera Financial Services sold 8,076 Akre Focus ETF shares in Q3 2026, an estimated $463K.
  • Akre Focus ETF made up 0.02% of Prospera Financial Services's portfolio in Q3 2026, its #645 holding.
  • Prospera Financial Services first reported a position in Akre Focus ETF in Q4 2025 and has held it in 4 quarters since.
  • Prospera Financial Services's Akre Focus ETF position peaked at $9.8M in Q4 2025.
  • 243 funds tracked by Wall St. Rank held Akre Focus ETF as of Q3 2026.

Based on Prospera Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.