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Abich Financial Wealth Management’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

Abich Financial Wealth Management’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
2024
Q3 		– Sell
-1,013
Closed -$32.4K – 507
2024
Q2 		$32.4K Buy
+1,013
New +$31.5K 0.02% 193

Other funds holding DUHP

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Abich Financial Wealth Management's DUHP Position: Q3 2024 in Review

Abich Financial Wealth Management sold out of U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) in Q3 2024, closing a stake of 1,013 shares — an estimated $32.4K sold.

Abich Financial Wealth Management first reported a position in DUHP in Q2 2024 and held it in 1 quarter. The position peaked at $32.4K in Q2 2024. 316 funds tracked by Wall St. Rank hold DUHP as of Q3 2024.

  • Abich Financial Wealth Management reported no remaining U.S. High Relative Profitability Portfolio ETF Class Shares position as of Q3 2024 after selling out during the quarter.
  • Abich Financial Wealth Management sold 1,013 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q3 2024, an estimated $32.4K.
  • Abich Financial Wealth Management first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q2 2024 and held it in 1 quarter.
  • Abich Financial Wealth Management's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $32.4K in Q2 2024.
  • 316 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q3 2024.

Based on Abich Financial Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.