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

Austin Private Wealth’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 Q4	$3.31M	Buy	87,009 +3,336	+4%	+$126K	0.25%	57
2025 Q3	$3.16M	Buy	83,673 +4,648	+6%	+$170K	0.24%	61
2025 Q2	$2.81M	Buy	79,025 +19,382	+32%	+$647K	0.22%	62
2025 Q1	$1.98M	Buy	59,643 +29,699	+99%	+$1.02M	0.18%	66
2024 Q4	$1.01M	Buy	+29,944	New	+$1.04M	0.09%	82

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

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Austin Private Wealth's DUHP Position: Q4 2025 in Review

Austin Private Wealth increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 4% in Q4 2025, buying an estimated $126K and bringing the position to 87,009 shares worth $3.31M. The position accounts for 0.25% of the portfolio, ranked #57.

Austin Private Wealth first reported a position in DUHP in Q4 2024 and has held it in 5 quarters since. 513 funds tracked by Wall St. Rank hold DUHP as of Q4 2025.

Austin Private Wealth held 87,009 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $3.31M as of Q4 2025.
Austin Private Wealth bought 3,336 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q4 2025, an estimated $126K.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.25% of Austin Private Wealth's portfolio in Q4 2025, its #57 holding.
Austin Private Wealth first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q4 2024 and has held it in 5 quarters since.
513 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.