Burton Enright Welch’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

Burton Enright Welch’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	$49.9M	Buy	1,194,965 +81,552	+7%	+$3.25M	5.86%	5
2026 Q1	$40.9M	Buy	1,113,413 +34,064	+3%	+$1.31M	5.56%	5
2025 Q4	$41M	Buy	1,079,349 +42,917	+4%	+$1.63M	5.78%	5
2025 Q3	$39.1M	Buy	1,036,432 +44,798	+5%	+$1.64M	5.91%	5
2025 Q2	$35.3M	Buy	991,634 +20,931	+2%	+$699K	6.11%	4
2025 Q1	$32.2M	Buy	970,703 +33,091	+4%	+$1.14M	6.54%	4
2024 Q4	$31.7M	Buy	937,612 +2,397	+0.3%	+$82.9K	6.65%	4
2024 Q3	$31.9M	Sell	935,215 -10,809	-1%	-$354K	6.83%	4
2024 Q2	$30.3M	Buy	946,024 +8,663	+0.9%	+$269K	6.98%	4
2024 Q1	$29.6M	Sell	937,361 -1,127	-0.1%	-$33.8K	7.13%	4
2023 Q4	$26.9M	Sell	938,488 -44,540	-5%	-$1.19M	7.17%	4
2023 Q3	$25.3M	Buy	983,028 +47,199	+5%	+$1.26M	7.79%	4
2023 Q2	$24.8M	Buy	+935,829	New	+$23.6M	7.75%	4

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

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

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

FPAS

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

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Burton Enright Welch's DUHP Position: Q2 2026 in Review

Burton Enright Welch increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 7.3% in Q2 2026, buying an estimated $3.25M and bringing the position to 1,194,965 shares worth $49.9M. The position accounts for 5.86% of the portfolio, ranked #5.

Burton Enright Welch first reported a position in DUHP in Q2 2023 and has held it in 13 quarters since. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

Burton Enright Welch held 1,194,965 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $49.9M as of Q2 2026.
Burton Enright Welch bought 81,552 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2026, an estimated $3.25M.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 5.86% of Burton Enright Welch's portfolio in Q2 2026, its #5 holding.
Burton Enright Welch first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q2 2023 and has held it in 13 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 Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.