Avantax Advisory Services’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

Avantax Advisory Services’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 Q2	$563K	Buy	15,833 +2	+0%	+$67	﹤0.01%	1514
2025 Q1	$525K	Buy	+15,831	New	+$544K	﹤0.01%	1474
2024 Q3	–	Sell	-10,594	Closed	-$339K	–	2143
2024 Q2	$339K	Buy	+10,594	New	+$329K	﹤0.01%	1611

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

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

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

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Avantax Advisory Services's DUHP Position: Q2 2025 in Review

Avantax Advisory Services increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 0.01% in Q2 2025, buying an estimated $67 and bringing the position to 15,833 shares worth $563K. The position accounts for ﹤0.01% of the portfolio, ranked #1514.

Avantax Advisory Services first reported a position in DUHP in Q2 2024 and has held it in 3 quarters since. 435 funds tracked by Wall St. Rank hold DUHP as of Q2 2025.

Avantax Advisory Services held 15,833 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $563K as of Q2 2025.
Avantax Advisory Services bought 2 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2025, an estimated $67.
U.S. High Relative Profitability Portfolio ETF Class Shares made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1514 holding.
Avantax Advisory Services first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q2 2024 and has held it in 3 quarters since.
435 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.