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

Aspire 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	$236K	Buy	6,932 +67	+1%	+$2.19K	0.13%	89
2024 Q2	$220K	Hold	6,865	–	–	0.13%	91
2024 Q1	$217K	Buy	6,865 +119	+2%	+$3.57K	0.13%	92
2023 Q4	$193K	Sell	6,746 -15	-0.2%	-$401	0.13%	92
2023 Q3	$174K	Buy	6,761 +51	+0.8%	+$1.36K	0.13%	92
2023 Q2	$178K	Buy	6,710 +668	+11%	+$16.9K	0.13%	91
2023 Q1	$152K	Buy	6,042 +4,782	+380%	+$118K	0.12%	95
2022 Q4	$30.3K	Buy	+1,260	New	+$29.9K	0.03%	130

Other funds holding DUHP

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

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

Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Aspire Wealth Management's DUHP Position: Q3 2024 in Review

Aspire Wealth Management increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 0.98% in Q3 2024, buying an estimated $2.19K and bringing the position to 6,932 shares worth $236K. The position accounts for 0.13% of the portfolio, ranked #89.

Aspire Wealth Management first reported a position in DUHP in Q4 2022 and has held it in 8 quarters since. 316 funds tracked by Wall St. Rank hold DUHP as of Q3 2024.

Aspire Wealth Management held 6,932 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $236K as of Q3 2024.
Aspire Wealth Management bought 67 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q3 2024, an estimated $2.19K.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.13% of Aspire Wealth Management's portfolio in Q3 2024, its #89 holding.
Aspire Wealth Management first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q4 2022 and has held it in 8 quarters since.
316 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.