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Akre Focus Etf shares owned by CliftonLarsonAllen Wealth Advisors

Quarter-by-quarter ownership of Akre Focus Etf (AKRE) shares owned by CliftonLarsonAllen Wealth Advisors from 13F filings

Historical chart of CliftonLarsonAllen Wealth Advisors investment in Akre Focus Etf

Tip: Access up to 7 years of quarterly data

All positions including Akre Focus Etf held by CliftonLarsonAllen Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Akre Focus Etf by CliftonLarsonAllen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.8M 27k 65.51

More positions owned by CliftonLarsonAllen Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust State Street Spd (SPAB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Series Trust State Street Spd (SPIB)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Spdr Series Trust State Street Spd (SPSM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Series Trust State Street Spd (SPYG)
Ishares Tr Mbs Etf (MBB)
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)

View all positions for CliftonLarsonAllen Wealth Advisors

Top funds holding Akre Focus Etf

Cambridge Investment Research Advisors
UBS Group
Wealth Enhancement Advisory Services
Affiance Financial
Miracle Mile Advisors
Assetmark
Parisi Gray Wealth Management
Stratos Wealth Partners
Aprio Wealth Management
Urban Financial Advisory Corp
Lighthouse Wealth Management
Cary Street Partners Financial
Canal Capital Management
Montz Harcus Wealth Management
Perigon Wealth Management

View all funds holding Akre Focus Etf