Wealth Enhancement Advisory Services
AKRE

Wealth Enhancement Advisory Services’s Akre Focus ETF AKRE Stock Holding History

Wealth Enhancement Advisory 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 		$29.2M Buy
530,243
+6,861
+1% +$371K 0.05% 330
2026
Q1 		$27.7M Sell
523,382
-195,815
-27% -$11.4M 0.06% 304
2025
Q4 		$47.9M Buy
+719,197
New +$46.6M 0.07% 264

Other funds holding AKRE

CWM
Chemistry Wealth Management New York $625M AUM 19.32% 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
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return
MWM
Marion Wealth Management Monroeville, Pennsylvania $491M AUM 17.01% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Wealth Enhancement Advisory Services's AKRE Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Akre Focus ETF (AKRE) stake by 1.3% in Q2 2026, buying an estimated $371K and bringing the position to 530,243 shares worth $29.2M. The position accounts for 0.05% of the portfolio, ranked #330.

Wealth Enhancement Advisory Services first reported a position in AKRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $47.9M in Q4 2025. 76 funds tracked by Wall St. Rank hold AKRE as of Q2 2026.

  • Wealth Enhancement Advisory Services held 530,243 shares of Akre Focus ETF worth $29.2M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 6,861 Akre Focus ETF shares in Q2 2026, an estimated $371K.
  • Akre Focus ETF made up 0.05% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #330 holding.
  • Wealth Enhancement Advisory Services first reported a position in Akre Focus ETF in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Advisory Services's Akre Focus ETF position peaked at $47.9M in Q4 2025.
  • 76 funds tracked by Wall St. Rank held Akre Focus ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.