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

Atria Investments’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 		$4.44M Buy
106,446
+43,637
+69% +$1.74M 0.04% 419
2026
Q1 		$2.31M Buy
+62,809
New +$2.41M 0.03% 650

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

Atria Investments's DUHP Position: Q2 2026 in Review

Atria Investments increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 69% in Q2 2026, buying an estimated $1.74M and bringing the position to 106,446 shares worth $4.44M. The position accounts for 0.04% of the portfolio, ranked #419.

Atria Investments first reported a position in DUHP in Q1 2026 and has held it in 2 quarters since. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Atria Investments held 106,446 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $4.44M as of Q2 2026.
  • Atria Investments bought 43,637 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2026, an estimated $1.74M.
  • U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.04% of Atria Investments's portfolio in Q2 2026, its #419 holding.
  • Atria Investments first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q1 2026 and has held it in 2 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 Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.