PFS
AKRE

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
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 		$9.79M Buy
+149,508
New +$9.68M 0.16% 141

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
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Prospera Financial Services's AKRE Position: Q2 2026 in Review

Prospera Financial Services reduced its Akre Focus ETF (AKRE) stake by 35% in Q2 2026, selling an estimated $1.08M and leaving 36,678 shares worth $1.95M. The position accounts for 0.03% of the portfolio, ranked #530.

Prospera Financial Services first reported a position in AKRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.79M in Q4 2025. 133 funds tracked by Wall St. Rank hold AKRE as of Q2 2026.

  • Prospera Financial Services held 36,678 shares of Akre Focus ETF worth $1.95M as of Q2 2026.
  • Prospera Financial Services sold 20,028 Akre Focus ETF shares in Q2 2026, an estimated $1.08M.
  • Akre Focus ETF made up 0.03% of Prospera Financial Services's portfolio in Q2 2026, its #530 holding.
  • Prospera Financial Services first reported a position in Akre Focus ETF in Q4 2025 and has held it in 3 quarters since.
  • Prospera Financial Services's Akre Focus ETF position peaked at $9.79M in Q4 2025.
  • 133 funds tracked by Wall St. Rank held Akre Focus ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.