SIS
AKRE

Sound Income Strategies’s Akre Focus ETF AKRE Stock Holding History

Sound Income Strategies’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 		– Sell
-569
Closed -$30K – 2574
2026
Q1 		$30K Hold
569
– – ﹤0.01% 1019
2025
Q4 		$36K Buy
+569
New +$36.8K ﹤0.01% 918

Other funds holding AKRE

BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
MF
Montis Financial Waltham, Massachusetts $489M AUM 16.12% 1-Year Est. Return
ACA
Ascension Capital Advisors Houston, Texas $356M AUM 16.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sound Income Strategies's AKRE Position: Q2 2026 in Review

Sound Income Strategies sold out of Akre Focus ETF (AKRE) in Q2 2026, closing a stake of 569 shares — an estimated $30K sold.

Sound Income Strategies first reported a position in AKRE in Q4 2025 and held it in 2 quarters. The position peaked at $36K in Q4 2025. 388 funds tracked by Wall St. Rank hold AKRE as of Q2 2026.

  • Sound Income Strategies reported no remaining Akre Focus ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 569 Akre Focus ETF shares in Q2 2026, an estimated $30K.
  • Sound Income Strategies first reported a position in Akre Focus ETF in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's Akre Focus ETF position peaked at $36K in Q4 2025.
  • 388 funds tracked by Wall St. Rank held Akre Focus ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.