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DUHP icon

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

BetterWealth’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 		$5.24M Sell
125,450
-3,500
-3% -$140K 0.93% 17
2026
Q1 		$4.74M Sell
128,950
-4,579
-3% -$176K 0.93% 17
2025
Q4 		$5.08M Sell
133,529
-2,136
-2% -$80.9K 1.16% 15
2025
Q3 		$5.12M Sell
135,665
-11,233
-8% -$412K 1.22% 14
2025
Q2 		$5.22M Sell
146,898
-2,414
-2% -$80.6K 1.34% 14
2025
Q1 		$4.95M Sell
149,312
-195,488
-57% -$6.72M 1.39% 14
2024
Q4 		$11.7M Sell
344,800
-429,287
-55% -$14.9M 3.21% 7
2024
Q3 		$26.4M Buy
774,087
+9,453
+1% +$310K 7.79% 3
2024
Q2 		$24.5M Sell
764,634
-2,570
-0.3% -$79.9K 7.8% 3
2024
Q1 		$24.3M Sell
767,204
-4,510
-0.6% -$135K 7.9% 3
2023
Q4 		$22.1M Sell
771,714
-8,376
-1% -$224K 7.55% 4
2023
Q3 		$20M Sell
780,090
-13,611
-2% -$364K 8.07% 3
2023
Q2 		$21.1M Buy
793,701
+2,299
+0.3% +$58K 8.2% 3
2023
Q1 		$19.9M Buy
791,402
+22,004
+3% +$544K 8.05% 3
2022
Q4 		$18.5M Buy
769,398
+56,239
+8% +$1.33M 8.32% 3
2022
Q3 		$15.2M Buy
713,159
+38,867
+6% +$920K 7.83% 4
2022
Q2 		$15.2M Buy
+674,292
New +$16.4M 7.49% 4

Other funds holding DUHP

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Focus Partners Wealth
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AC
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
AF
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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

BetterWealth's DUHP Position: Q2 2026 in Review

BetterWealth reduced its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 2.7% in Q2 2026, selling an estimated $140K and leaving 125,450 shares worth $5.24M. The position accounts for 0.93% of the portfolio, ranked #17.

BetterWealth first reported a position in DUHP in Q2 2022 and has held it in 17 quarters since. The position peaked at $26.4M in Q3 2024. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • BetterWealth held 125,450 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $5.24M as of Q2 2026.
  • BetterWealth sold 3,500 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 0.93% of BetterWealth's portfolio in Q2 2026, its #17 holding.
  • BetterWealth 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.
  • BetterWealth's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $26.4M in Q3 2024.
  • 561 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q2 2026.

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