Burleson & Co
DUHP icon

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

Burleson & Co’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
2022
Q4 		$61.9K Buy
2,576
+578
+29% +$13.7K 0.02% 168
2022
Q3 		$43K Buy
+1,998
New +$47.3K 0.01% 200

Other funds holding DUHP

Merriman Wealth Management
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.65% 1-Year Est. Return
Adero Partners
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Pathstone Family Office
Pathstone Family Office Englewood, New Jersey $13.1B AUM 20.8% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return
Aprio Wealth Management
Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Burleson & Co's DUHP Position: Q4 2022 in Review

Burleson & Co increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 29% in Q4 2022, buying an estimated $13.7K and bringing the position to 2,576 shares worth $61.9K. The position accounts for 0.02% of the portfolio, ranked #168.

Burleson & Co first reported a position in DUHP in Q3 2022 and has held it in 2 quarters since. 129 funds tracked by Wall St. Rank hold DUHP as of Q4 2022.

  • Burleson & Co held 2,576 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $61.9K as of Q4 2022.
  • Burleson & Co bought 578 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q4 2022, an estimated $13.7K.
  • U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.02% of Burleson & Co's portfolio in Q4 2022, its #168 holding.
  • Burleson & Co first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q3 2022 and has held it in 2 quarters since.
  • 129 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.