CIA
DUHP icon

Cape Investment Advisory’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

Cape Investment Advisory’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 		$2.59K Buy
+62
New +$2.47K ﹤0.01% 1189

Other funds holding DUHP

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AC
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
AF
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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Cape Investment Advisory's DUHP Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) in Q2 2026: 62 shares worth $2.59K. The stake represents ﹤0.01% of the portfolio and ranks #1189 among its holdings.

561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Cape Investment Advisory held 62 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $2.59K as of Q2 2026.
  • U.S. High Relative Profitability Portfolio ETF Class Shares was a new Cape Investment Advisory position in Q2 2026.
  • U.S. High Relative Profitability Portfolio ETF Class Shares made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1189 holding.
  • 561 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.