5NPW
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55 North Private Wealth’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

55 North Private Wealth’s Portfolio DUHP Stock Details DUHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$379K Buy
9,084
+2,361
+35% +$94.2K 0.07% 128
2026
Q1 		$247K Sell
6,723
-4,420
-40% -$170K 0.06% 169
2025
Q4 		$424K Buy
+11,143
New +$422K 0.11% 88

Other funds holding DUHP

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

55 North Private Wealth's DUHP Position: Q2 2026 in Review

55 North Private Wealth increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 35% in Q2 2026, buying an estimated $94.2K and bringing the position to 9,084 shares worth $379K. The position accounts for 0.07% of the portfolio, ranked #128.

55 North Private Wealth first reported a position in DUHP in Q4 2025 and has held it in 3 quarters since. The position peaked at $424K in Q4 2025. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • 55 North Private Wealth held 9,084 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $379K as of Q2 2026.
  • 55 North Private Wealth bought 2,361 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2026, an estimated $94.2K.
  • U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.07% of 55 North Private Wealth's portfolio in Q2 2026, its #128 holding.
  • 55 North Private Wealth first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q4 2025 and has held it in 3 quarters since.
  • 55 North Private Wealth's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $424K in Q4 2025.
  • 561 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q2 2026.

Based on 55 North Private Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.