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

Axxcess Wealth Management’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	$8.15M	Buy	+195,348	New	+$7.79M	0.13%	153
2026 Q1	–	Sell	-136,772	Closed	-$5.2M	–	557
2025 Q4	$5.2M	Buy	136,772 +52,643	+63%	+$1.99M	0.09%	204
2025 Q3	$3.18M	Hold	84,129	–	–	0.07%	226
2025 Q2	$2.99M	Hold	84,129	–	–	0.07%	223
2025 Q1	$2.79M	Buy	+84,129	New	+$2.89M	0.07%	207

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

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

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

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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Axxcess Wealth Management's DUHP Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) in Q2 2026: 195,348 shares worth $8.15M. The stake represents 0.13% of the portfolio and ranks #153 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in DUHP as recently as Q4 2025.

Axxcess Wealth Management first reported a position in DUHP in Q1 2025 and has held it in 5 quarters since. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

Axxcess Wealth Management held 195,348 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $8.15M as of Q2 2026.
U.S. High Relative Profitability Portfolio ETF Class Shares was a new Axxcess Wealth Management position in Q2 2026.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.13% of Axxcess Wealth Management's portfolio in Q2 2026, its #153 holding.
Axxcess Wealth Management first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q1 2025 and has held it in 5 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 Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.