WAUKESHA, WI How do I update this listing?

Download 13F Summary Create Email Alert

Drake & Associates is based out of Waukesha. Their last reported 13F filing for Q2 2022 included $176,831,000 in managed 13F securities and a top 10 holdings concentration of 71.16%. Drake & Associates's largest holding is PIMCO Enhanced Short Maturity Active Exchange-Traded Fund with shares held of 182,037. Whalewisdom has at least 1 13F filings


13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2022-08-15

Performance for Q2 2022: 4.35%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

Refresh Advanced Export Download CSV Download Excel (.xlsx) Download TSV
Filter by:

Security Types:

*Shares are split adjusted

Active Schedule 13D and 13G events

Sign in to see

Insider Transactions in the past year


Elevate your investments