CAWM
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Capital A Wealth Management’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

Capital A 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
2025
Q2 		– Sell
-29
Closed -$961 – 553
2025
Q1 		$961 Buy
+29
New +$996 ﹤0.01% 537

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

Capital A Wealth Management's DUHP Position: Q2 2025 in Review

Capital A Wealth Management sold out of U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) in Q2 2025, closing a stake of 29 shares — an estimated $961 sold.

Capital A Wealth Management first reported a position in DUHP in Q1 2025 and held it in 1 quarter. The position peaked at $961 in Q1 2025. 435 funds tracked by Wall St. Rank hold DUHP as of Q2 2025.

  • Capital A Wealth Management reported no remaining U.S. High Relative Profitability Portfolio ETF Class Shares position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 29 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2025, an estimated $961.
  • Capital A Wealth Management first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q1 2025 and held it in 1 quarter.
  • Capital A Wealth Management's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $961 in Q1 2025.
  • 435 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.