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Capital Performance Advisors’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

Capital Performance Advisors’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
Q4 		– Sell
-11,327
Closed -$428K – 459
2025
Q3 		$428K Hold
11,327
– – 0.07% 151
2025
Q2 		$403K Sell
11,327
-2,735
-19% -$91.3K 0.08% 124
2025
Q1 		$466K Buy
14,062
+4,348
+45% +$149K 0.1% 110
2024
Q4 		$328K Buy
9,714
+5,164
+113% +$179K 0.11% 87
2024
Q3 		$155K Buy
+4,550
New +$149K 0.05% 135

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
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Capital Performance Advisors's DUHP Position: Q4 2025 in Review

Capital Performance Advisors sold out of U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) in Q4 2025, closing a stake of 11,327 shares — an estimated $428K sold.

Capital Performance Advisors first reported a position in DUHP in Q3 2024 and held it in 5 quarters. The position peaked at $466K in Q1 2025. 512 funds tracked by Wall St. Rank hold DUHP as of Q4 2025.

  • Capital Performance Advisors reported no remaining U.S. High Relative Profitability Portfolio ETF Class Shares position as of Q4 2025 after selling out during the quarter.
  • Capital Performance Advisors sold 11,327 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q4 2025, an estimated $428K.
  • Capital Performance Advisors first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q3 2024 and held it in 5 quarters.
  • Capital Performance Advisors's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $466K in Q1 2025.
  • 512 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q4 2025.

Based on Capital Performance Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.