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

AssetMark Inc’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	$128M	Buy	3,078,885 +3,075,461	+89,821%	+$123M	0.22%	77
2026 Q1	$126K	Buy	3,424 +3,202	+1,442%	+$123K	﹤0.01%	1468
2025 Q4	$8.44K	Hold	222	–	–	﹤0.01%	2277
2025 Q3	$8.38K	Hold	222	–	–	﹤0.01%	2172
2025 Q2	$7.89K	Sell	222 -2,503	-92%	-$83.6K	﹤0.01%	2015
2025 Q1	$90.3K	Buy	2,725 +2,503	+1,127%	+$86K	﹤0.01%	1302
2024 Q4	$7.5K	Hold	222	–	–	﹤0.01%	1846
2024 Q3	$7.56K	Hold	222	–	–	﹤0.01%	1671
2024 Q2	$7.1K	Hold	222	–	–	﹤0.01%	1554
2024 Q1	$7.02K	Buy	+222	New	+$6.66K	﹤0.01%	1424

Other funds holding DUHP

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

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 Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

AssetMark Inc's DUHP Position: Q2 2026 in Review

AssetMark Inc increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 89,821% in Q2 2026, buying an estimated $123M and bringing the position to 3,078,885 shares worth $128M. The position accounts for 0.22% of the portfolio, ranked #77.

AssetMark Inc first reported a position in DUHP in Q1 2024 and has held it in 10 quarters since. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

AssetMark Inc held 3,078,885 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $128M as of Q2 2026.
AssetMark Inc bought 3,075,461 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2026, an estimated $123M.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.22% of AssetMark Inc's portfolio in Q2 2026, its #77 holding.
AssetMark Inc first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q1 2024 and has held it in 10 quarters since.
561 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.