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

Axis Wealth Partners’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	$864K	Sell	20,704 -3,517	-15%	-$140K	0.41%	65
2026 Q1	$890K	Buy	24,221 +1,782	+8%	+$68.3K	0.47%	64
2025 Q4	$853K	Buy	22,439 +2,458	+12%	+$93.1K	0.47%	62
2025 Q3	$755K	Buy	19,981 +3,860	+24%	+$142K	0.44%	61
2025 Q2	$573K	Sell	16,121 -712	-4%	-$23.8K	0.38%	74
2025 Q1	$558K	Buy	16,833 +4,787	+40%	+$164K	0.41%	70
2024 Q4	$407K	Buy	+12,046	New	+$417K	0.34%	88

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

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

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

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

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

Axis Wealth Partners's DUHP Position: Q2 2026 in Review

Axis Wealth Partners reduced its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 15% in Q2 2026, selling an estimated $140K and leaving 20,704 shares worth $864K. The position accounts for 0.41% of the portfolio, ranked #65.

Axis Wealth Partners first reported a position in DUHP in Q4 2024 and has held it in 7 quarters since. The position peaked at $890K in Q1 2026. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

Axis Wealth Partners held 20,704 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $864K as of Q2 2026.
Axis Wealth Partners sold 3,517 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2026, an estimated $140K.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.41% of Axis Wealth Partners's portfolio in Q2 2026, its #65 holding.
Axis Wealth Partners 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.
Axis Wealth Partners's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $890K in Q1 2026.
561 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q2 2026.

Based on Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.