Carson Wealth (CWM LLC)
DUHP icon

Carson Wealth (CWM LLC)’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$143K Sell
3,898
-45,828
-92% -$1.76M ﹤0.01% 2989
2025
Q4 		$1.89M Buy
49,726
+9,129
+22% +$346K 0.01% 1171
2025
Q3 		$1.53M Buy
40,597
+912
+2% +$33.4K ﹤0.01% 1207
2025
Q2 		$1.41M Sell
39,685
-3,650
-8% -$122K 0.01% 1087
2025
Q1 		$1.44M Buy
43,335
+11,733
+37% +$403K 0.01% 963
2024
Q4 		$1.07M Buy
31,602
+12,927
+69% +$447K ﹤0.01% 1047
2024
Q3 		$636K Buy
18,675
+16,611
+805% +$544K ﹤0.01% 1223
2024
Q2 		$66K Buy
+2,064
New +$64.2K ﹤0.01% 2265
2024
Q1 		– Sell
-121
Closed -$3K – 4408
2023
Q4 		$3K Sell
121
-2,297
-95% -$61.5K ﹤0.01% 3681
2023
Q3 		$62K Buy
+2,418
New +$64.6K ﹤0.01% 1937

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
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DUHP Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 92% in Q1 2026, selling an estimated $1.76M and leaving 3,898 shares worth $143K. The position accounts for ﹤0.01% of the portfolio, ranked #2989.

Carson Wealth (CWM LLC) first reported a position in DUHP in Q3 2023 and has held it in 10 quarters since. The position peaked at $1.89M in Q4 2025. 542 funds tracked by Wall St. Rank hold DUHP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,898 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $143K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 45,828 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q1 2026, an estimated $1.76M.
  • U.S. High Relative Profitability Portfolio ETF Class Shares made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2989 holding.
  • Carson Wealth (CWM LLC) first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q3 2023 and has held it in 10 quarters since.
  • Carson Wealth (CWM LLC)'s U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $1.89M in Q4 2025.
  • 542 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.