B.O.S.S. Retirement Advisors’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

B.O.S.S. Retirement Advisors’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
2024 Q4	–	Sell	-37,055	Closed	-$1.26M	–	215
2024 Q3	$1.26M	Buy	37,055 +4,461	+14%	+$146K	0.25%	104
2024 Q2	$1.04M	Buy	32,594 +12,302	+61%	+$382K	0.27%	101
2024 Q1	$581K	Sell	20,292 -1,810	-8%	-$54.3K	0.22%	104
2023 Q4	$632K	Buy	22,102 +3,495	+19%	+$93.5K	0.12%	176
2023 Q3	$478K	Buy	18,607 +4,303	+30%	+$115K	0.1%	192
2023 Q2	$380K	Buy	14,304 +4,377	+44%	+$110K	0.08%	189
2023 Q1	$250K	Buy	9,927 +1,278	+15%	+$31.6K	0.06%	204
2022 Q4	$208K	Buy	+8,649	New	+$205K	0.05%	207

Other funds holding DUHP

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

Adero Partners Pleasanton, California $1.53B AUM 5.52% 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

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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

B.O.S.S. Retirement Advisors's DUHP Position: Q4 2024 in Review

B.O.S.S. Retirement Advisors sold out of U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) in Q4 2024, closing a stake of 37,055 shares — an estimated $1.26M sold.

B.O.S.S. Retirement Advisors first reported a position in DUHP in Q4 2022 and held it in 8 quarters. The position peaked at $1.26M in Q3 2024. 382 funds tracked by Wall St. Rank hold DUHP as of Q4 2024.

B.O.S.S. Retirement Advisors reported no remaining U.S. High Relative Profitability Portfolio ETF Class Shares position as of Q4 2024 after selling out during the quarter.
B.O.S.S. Retirement Advisors sold 37,055 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q4 2024, an estimated $1.26M.
B.O.S.S. Retirement Advisors first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q4 2022 and held it in 8 quarters.
B.O.S.S. Retirement Advisors's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $1.26M in Q3 2024.
382 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q4 2024.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.