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

Cascade Wealth 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
2026 Q2	$808K	Buy	18,993 +1	+0%	+$40	0.32%	39
2026 Q1	$755K	Hold	18,992	–	–	0.33%	37
2025 Q4	$735K	Sell	18,992 -84	-0.4%	-$3.18K	0.34%	34
2025 Q3	$723K	Sell	19,076 -10,874	-36%	-$399K	0.36%	33
2025 Q2	$1.09M	Buy	+29,950	New	+$1000K	0.62%	27

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

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

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

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

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

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Cascade Wealth Advisors's DUHP Position: Q2 2026 in Review

Cascade Wealth Advisors increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 0.01% in Q2 2026, buying an estimated $40 and bringing the position to 18,993 shares worth $808K. The position accounts for 0.32% of the portfolio, ranked #39.

Cascade Wealth Advisors first reported a position in DUHP in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.09M in Q2 2025. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

Cascade Wealth Advisors held 18,993 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $808K as of Q2 2026.
Cascade Wealth Advisors bought 1 U.S. High Relative Profitability Portfolio ETF Class Shares share in Q2 2026, an estimated $40.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.32% of Cascade Wealth Advisors's portfolio in Q2 2026, its #39 holding.
Cascade Wealth Advisors first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q2 2025 and has held it in 5 quarters since.
Cascade Wealth Advisors's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $1.09M in Q2 2025.
561 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q2 2026.

Based on Cascade Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.