Beacon Pointe Advisors’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

Beacon Pointe 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
2026 Q2	$83M	Buy	1,989,330 +103,183	+5%	+$4.12M	0.39%	56
2026 Q1	$69.3M	Buy	1,886,147 +307,662	+19%	+$11.8M	0.37%	61
2025 Q4	$60M	Buy	1,578,485 +541,437	+52%	+$20.5M	0.42%	54
2025 Q3	$39.2M	Buy	1,037,048 +131,587	+15%	+$4.82M	0.33%	62
2025 Q2	$32.2M	Buy	905,461 +30,588	+3%	+$1.02M	0.34%	60
2025 Q1	$29M	Buy	874,873 +82,753	+10%	+$2.84M	0.33%	67
2024 Q4	$26.8M	Sell	792,120 -5,654	-0.7%	-$196K	0.3%	71
2024 Q3	$27.2M	Sell	797,774 -16,964	-2%	-$556K	0.31%	71
2024 Q2	$26.1M	Buy	814,738 +2,100	+0.3%	+$65.3K	0.31%	69
2024 Q1	$25.7M	Buy	812,638 +66,336	+9%	+$1.99M	0.29%	78
2023 Q4	$21.4M	Buy	746,302 +119,250	+19%	+$3.19M	0.26%	92
2023 Q3	$16.1M	Buy	627,052 +98,072	+19%	+$2.62M	0.2%	118
2023 Q2	$14M	Buy	528,980 +148,313	+39%	+$3.74M	0.23%	101
2023 Q1	$9.6M	Buy	380,667 +148,244	+64%	+$3.67M	0.16%	131
2022 Q4	$5.58M	Buy	232,423 +94,476	+68%	+$2.24M	0.11%	178
2022 Q3	$2.95M	Buy	137,947 +78,550	+132%	+$1.86M	0.07%	241
2022 Q2	$1.34M	Buy	+59,397	New	+$1.45M	0.03%	406

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

Beacon Pointe Advisors's DUHP Position: Q2 2026 in Review

Beacon Pointe Advisors increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 5.5% in Q2 2026, buying an estimated $4.12M and bringing the position to 1,989,330 shares worth $83M. The position accounts for 0.39% of the portfolio, ranked #56.

Beacon Pointe Advisors first reported a position in DUHP in Q2 2022 and has held it in 17 quarters since. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

Beacon Pointe Advisors held 1,989,330 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $83M as of Q2 2026.
Beacon Pointe Advisors bought 103,183 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2026, an estimated $4.12M.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.39% of Beacon Pointe Advisors's portfolio in Q2 2026, its #56 holding.
Beacon Pointe Advisors first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q2 2022 and has held it in 17 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 Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.