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

Balance 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
2026 Q2	–	Sell	-45,620	Closed	-$1.68M	–	166
2026 Q1	$1.68M	Sell	45,620 -704	-2%	-$27K	0.52%	42
2025 Q4	$1.76M	Buy	46,324 +434	+0.9%	+$16.4K	0.57%	39
2025 Q3	$1.73M	Sell	45,890 -1,903	-4%	-$69.8K	0.43%	37
2025 Q2	$1.7M	Buy	47,793 +28,011	+142%	+$935K	1%	26
2025 Q1	$656K	Buy	+19,782	New	+$680K	0.43%	55

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

Balance Wealth's DUHP Position: Q2 2026 in Review

Balance Wealth sold out of U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) in Q2 2026, closing a stake of 45,620 shares — an estimated $1.68M sold.

Balance Wealth first reported a position in DUHP in Q1 2025 and held it in 5 quarters. The position peaked at $1.76M in Q4 2025. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

Balance Wealth reported no remaining U.S. High Relative Profitability Portfolio ETF Class Shares position as of Q2 2026 after selling out during the quarter.
Balance Wealth sold 45,620 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2026, an estimated $1.68M.
Balance Wealth first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q1 2025 and held it in 5 quarters.
Balance Wealth's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $1.76M in Q4 2025.
561 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.