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

Bridge Generations 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
2026 Q2	$7.27M	Buy	174,112 +7,464	+4%	+$298K	3.7%	10
2026 Q1	$6.13M	Buy	166,648 +14,117	+9%	+$541K	3.51%	9
2025 Q4	$5.8M	Buy	152,531 +6,288	+4%	+$238K	3.59%	9
2025 Q3	$5.52M	Sell	146,243 -20,331	-12%	-$745K	3.67%	9
2025 Q2	$5.92M	Buy	166,574 +19,802	+13%	+$661K	3.59%	10
2025 Q1	$4.86M	Buy	146,772 +5,917	+4%	+$203K	3.05%	10
2024 Q4	$4.76M	Buy	+140,855	New	+$4.87M	3.14%	9

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

Bridge Generations Wealth Management's DUHP Position: Q2 2026 in Review

Bridge Generations Wealth Management increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 4.5% in Q2 2026, buying an estimated $298K and bringing the position to 174,112 shares worth $7.27M. The position accounts for 3.7% of the portfolio, ranked #10.

Bridge Generations Wealth Management first reported a position in DUHP in Q4 2024 and has held it in 7 quarters since. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

Bridge Generations Wealth Management held 174,112 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $7.27M as of Q2 2026.
Bridge Generations Wealth Management bought 7,464 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2026, an estimated $298K.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 3.7% of Bridge Generations Wealth Management's portfolio in Q2 2026, its #10 holding.
Bridge Generations Wealth Management first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q4 2024 and has held it in 7 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 Bridge Generations Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.