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

BIP 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	$1.27M	Buy	30,394 +13,526	+80%	+$540K	0.04%	227
2026 Q1	$620K	Sell	16,868 -6,484	-28%	-$249K	0.03%	263
2025 Q4	$888K	Buy	23,352 +1,719	+8%	+$65.1K	0.03%	226
2025 Q3	$817K	Buy	21,633 +4,026	+23%	+$148K	0.04%	139
2025 Q2	$626K	Buy	+17,607	New	+$588K	0.04%	133

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

BIP Wealth's DUHP Position: Q2 2026 in Review

BIP Wealth increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 80% in Q2 2026, buying an estimated $540K and bringing the position to 30,394 shares worth $1.27M. The position accounts for 0.04% of the portfolio, ranked #227.

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

BIP Wealth held 30,394 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $1.27M as of Q2 2026.
BIP Wealth bought 13,526 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2026, an estimated $540K.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.04% of BIP Wealth's portfolio in Q2 2026, its #227 holding.
BIP Wealth first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q2 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 BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.