IAM Advisory »

Akre Focus Etf shares owned by IAM Advisory

Quarter-by-quarter ownership of Akre Focus Etf (AKRE) shares owned by IAM Advisory from 13F filings

Historical chart of IAM Advisory investment in Akre Focus Etf

Tip: Access up to 7 years of quarterly data

All positions including Akre Focus Etf held by IAM Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Akre Focus Etf by IAM Advisory

Quarter filed Position value Share count Share price at filing
2026-03-31 $387k 7.3k 52.85

More positions owned by IAM Advisory

Capital Group Dividend Value Shs Creation Uni (CGDV)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Proshares Tr S&p 500 Dv Arist (NOBL)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
American Centy Etf Tr Us Quality Grow (QGRO)
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)
Vaneck Etf Trust Semiconductr Etf (SMH)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)
Apple (AAPL)
Broadcom (AVGO)
Spdr Series Trust State Street Spd (KRE)

View all positions for IAM Advisory

Top funds holding Akre Focus Etf

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

View all funds holding Akre Focus Etf