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

Catalyst Capital 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 Q3	$49.1M	Hold	1,172,200	–	–	0.79%	23
2026 Q2	$48.9M	Hold	1,172,200	–	–	0.81%	23
2026 Q1	$43.1M	Buy	1,172,200 +186,099	+19%	+$7.14M	0.8%	24
2025 Q4	$37.5M	Hold	986,101	–	–	0.77%	23
2025 Q3	$37.2M	Sell	986,101 -72,119	-7%	-$2.64M	0.75%	24
2025 Q2	$37.6M	Sell	1,058,220 -74,690	-7%	-$2.49M	0.76%	26
2025 Q1	$37.5M	Buy	1,132,910 +107,528	+10%	+$3.69M	0.77%	25
2024 Q4	$34.6M	Hold	1,025,382	–	–	0.74%	25
2024 Q3	$34.9M	Sell	1,025,382 -1,562	-0.2%	-$51.2K	0.79%	23
2024 Q2	$32.9M	Sell	1,026,944 -16,108	-2%	-$501K	0.76%	23
2024 Q1	$33M	Hold	1,043,052	–	–	0.79%	23
2023 Q4	$29.8M	Sell	1,043,052 -56,782	-5%	-$1.52M	0.8%	23
2023 Q3	$28.3M	Buy	+1,099,834	New	+$29.4M	0.79%	23

Other funds holding DUHP

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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

RW Investment Management Eagle, Idaho $1.13B AUM

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Catalyst Capital Advisors's DUHP Position: Q3 2026 in Review

Catalyst Capital Advisors held its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) position steady in Q3 2026 at 1,172,200 shares worth $49.1M. The position accounts for 0.79% of the portfolio, ranked #23.

Catalyst Capital Advisors first reported a position in DUHP in Q3 2023 and has held it in 13 quarters since. 203 funds tracked by Wall St. Rank hold DUHP as of Q3 2026.

Catalyst Capital Advisors held 1,172,200 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $49.1M as of Q3 2026.
Catalyst Capital Advisors left its U.S. High Relative Profitability Portfolio ETF Class Shares share count unchanged in Q3 2026.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.79% of Catalyst Capital Advisors's portfolio in Q3 2026, its #23 holding.
Catalyst Capital Advisors first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q3 2023 and has held it in 13 quarters since.
203 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q3 2026.

Based on Catalyst Capital Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.