Adero Partners
DUHP icon

Adero Partners’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

Adero Partners’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
2025
Q1 		$234M Buy
7,048,482
+141,158
+2% +$4.85M 15.28% 1
2024
Q4 		$233M Buy
6,907,324
+170,221
+3% +$5.89M 15.05% 1
2024
Q3 		$230M Sell
6,737,103
-14,734
-0.2% -$483K 15.23% 1
2024
Q2 		$216M Buy
6,751,837
+60,635
+0.9% +$1.88M 15.75% 1
2024
Q1 		$212M Sell
6,691,202
-13,226
-0.2% -$397K 16.01% 1
2023
Q4 		$192M Buy
6,704,428
+115,168
+2% +$3.08M 16.28% 1
2023
Q3 		$169M Buy
6,589,260
+60,964
+0.9% +$1.63M 16.32% 1
2023
Q2 		$173M Buy
6,528,296
+92,597
+1% +$2.34M 17.09% 1
2023
Q1 		$162M Sell
6,435,699
-267,625
-4% -$6.62M 17.74% 1
2022
Q4 		$161M Buy
6,703,324
+809,099
+14% +$19.2M 19.38% 1
2022
Q3 		$135M Sell
5,894,225
-469,844
-7% -$11.1M 17.03% 1
2022
Q2 		$145M Buy
6,364,069
+1,300,428
+26% +$31.7M 20.52% 1
2022
Q1 		$133M Buy
+5,063,641
New +$130M 19.61% 1

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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Pure Financial Advisors
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Alesco Advisors
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
Aprio Wealth Management
Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Adero Partners's DUHP Position: Q1 2025 in Review

Adero Partners increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 2% in Q1 2025, buying an estimated $4.85M and bringing the position to 7,048,482 shares worth $234M. The position accounts for 15.28% of the portfolio, ranked #1.

Adero Partners first reported a position in DUHP in Q1 2022 and has held it in 13 quarters since. 395 funds tracked by Wall St. Rank hold DUHP as of Q1 2025.

  • Adero Partners held 7,048,482 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $234M as of Q1 2025.
  • Adero Partners bought 141,158 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q1 2025, an estimated $4.85M.
  • U.S. High Relative Profitability Portfolio ETF Class Shares made up 15.28% of Adero Partners's portfolio in Q1 2025, its #1 holding.
  • Adero Partners first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q1 2022 and has held it in 13 quarters since.
  • 395 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.