AIA
DUHP icon

AssuredPartners Investment Advisors’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

AssuredPartners Investment Advisors’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 		$426K Buy
10,212
+1,752
+21% +$69.9K 0.04% 281
2026
Q1 		$314K Buy
8,460
+25
+0.3% +$959 0.03% 322
2025
Q4 		$321K Buy
8,435
+16
+0.2% +$606 0.05% 265
2025
Q3 		$318K Buy
8,419
+23
+0.3% +$843 0.07% 196
2025
Q2 		$299K Buy
8,396
+28
+0.3% +$935 0.07% 188
2025
Q1 		$277K Buy
8,368
+21
+0.3% +$722 0.05% 277
2024
Q4 		$282K Buy
+8,347
New +$289K 0.06% 282

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 $7.88B AUM 10.78% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
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

AssuredPartners Investment Advisors's DUHP Position: Q2 2026 in Review

AssuredPartners Investment Advisors increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 21% in Q2 2026, buying an estimated $69.9K and bringing the position to 10,212 shares worth $426K. The position accounts for 0.04% of the portfolio, ranked #281.

AssuredPartners Investment Advisors first reported a position in DUHP in Q4 2024 and has held it in 7 quarters since. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • AssuredPartners Investment Advisors held 10,212 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $426K as of Q2 2026.
  • AssuredPartners Investment Advisors bought 1,752 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2026, an estimated $69.9K.
  • U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.04% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #281 holding.
  • AssuredPartners Investment Advisors first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q4 2024 and has held it in 7 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 AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.