Annex Advisory Services, LLC, d/b/a Annex Wealth Management »

Akre Focus Etf shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of Akre Focus Etf (AKRE) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management from 13F filings

Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Akre Focus Etf

Tip: Access up to 7 years of quarterly data

All positions including Akre Focus Etf held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Akre Focus Etf by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $376k 7.1k 52.85

More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Victory Portfolios Ii Core Plus Bd Etf (UBND)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Alps Etf Tr Smith Core Plus (SMTH)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Global 100 Etf (IOO)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Apple (AAPL)
Amazon (AMZN)
Ishares Tr U S Equity Factr (LRGF)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Intl Core Equity (DFIC)

View all positions for Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Top funds holding Akre Focus Etf

Brown Brothers Harriman & Co.
Financial Engines Advisors L.L.C
AlTi Global
Franklin Resources
LPL Financial
Brown Advisory Holdings Incorporated
Bank of America Corporation
Cambridge Investment Research Advisors
Chemistry Wealth Management
Advisor Group Holdings
Montis Financial
Mesirow Financial Investment Management International Equity
Ascension Capital Advisors
Raymond James Financial
CI Private Wealth

View all funds holding Akre Focus Etf