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

Blue Oak Capital’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 		$7.27M Sell
204,358
-20,728
-9% -$692K 3.82% 6
2025
Q1 		$7.46M Sell
225,086
-15,235
-6% -$523K 4.12% 8
2024
Q4 		$8.12M Buy
+240,321
New +$8.32M 4.93% 8

Other funds holding DUHP

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
Bank of Montreal
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

Blue Oak Capital's DUHP Position: Q2 2025 in Review

Blue Oak Capital reduced its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 9.2% in Q2 2025, selling an estimated $692K and leaving 204,358 shares worth $7.27M. The position accounts for 3.82% of the portfolio, ranked #6.

Blue Oak Capital first reported a position in DUHP in Q4 2024 and has held it in 3 quarters since. The position peaked at $8.12M in Q4 2024. 435 funds tracked by Wall St. Rank hold DUHP as of Q2 2025.

  • Blue Oak Capital held 204,358 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $7.27M as of Q2 2025.
  • Blue Oak Capital sold 20,728 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2025, an estimated $692K.
  • U.S. High Relative Profitability Portfolio ETF Class Shares made up 3.82% of Blue Oak Capital's portfolio in Q2 2025, its #6 holding.
  • Blue Oak Capital first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q4 2024 and has held it in 3 quarters since.
  • Blue Oak Capital's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $8.12M 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 Blue Oak Capital's 13F filing for Q2 2025, filed 16 Jul 2025.