This Adviser Added a $7 Million Stake in an ETF Built on 3 Core Ideas
The Motley Fool·2026-01-07 19:51
This actively managed ETF targets high-quality U.S. companies with strong reinvestment strategies and disciplined portfolio oversight.Oklahoma-based JBR Co Financial Management initiated a new position in the Akre Focus ETF (AKRE +0.00%), acquiring 108,793 shares in the fourth quarter. The estimated transaction value was $7.13 million based on quarter-end pricing, according to a Tuesday SEC filing.What HappenedAccording to a SEC filing released Tuesday, JBR Co Financial Management established a new stake in ...