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

Black Point Wealth Management’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
2025 Q2	–	Sell	-11,762	Closed	-$390K	–	9
2025 Q1	$390K	Sell	11,762 -90,667	-89%	-$3.12M	2.26%	8
2024 Q4	$3.46M	Buy	102,429 +6,250	+6%	+$216K	4%	6
2024 Q3	$3.28M	Buy	96,179 +10,834	+13%	+$355K	3.8%	6
2024 Q2	$2.73M	Buy	+85,345	New	+$2.65M	2.83%	6

Other funds holding DUHP

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

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

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

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

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Black Point Wealth Management's DUHP Position: Q2 2025 in Review

Black Point Wealth Management sold out of U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) in Q2 2025, closing a stake of 11,762 shares — an estimated $390K sold.

Black Point Wealth Management first reported a position in DUHP in Q2 2024 and held it in 4 quarters. The position peaked at $3.46M in Q4 2024. 435 funds tracked by Wall St. Rank hold DUHP as of Q2 2025.

Black Point Wealth Management reported no remaining U.S. High Relative Profitability Portfolio ETF Class Shares position as of Q2 2025 after selling out during the quarter.
Black Point Wealth Management sold 11,762 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2025, an estimated $390K.
Black Point Wealth Management first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q2 2024 and held it in 4 quarters.
Black Point Wealth Management's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $3.46M in Q4 2024.
435 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q2 2025.

Based on Black Point Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.