Cerity Partners’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

Cerity Partners’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	$15.3M	Buy	366,690 +22,729	+7%	+$907K	0.02%	571
2026 Q1	$12.6M	Buy	343,961 +325,585	+1,772%	+$12.5M	0.02%	599
2025 Q4	$699K	Sell	18,376 -2,293	-11%	-$86.9K	﹤0.01%	1894
2025 Q3	$781K	Buy	20,669 +2,293	+12%	+$84.1K	﹤0.01%	1719
2025 Q2	$653K	Hold	18,376	–	–	﹤0.01%	1729
2025 Q1	$609K	Hold	18,376	–	–	﹤0.01%	1658
2024 Q4	$621K	Hold	18,376	–	–	﹤0.01%	1642
2024 Q3	$626K	Hold	18,376	–	–	﹤0.01%	1649
2024 Q2	$588K	Sell	18,376 -689	-4%	-$21.4K	﹤0.01%	1470
2024 Q1	$603K	Hold	19,065	–	–	﹤0.01%	1512
2023 Q4	$545K	Buy	+19,065	New	+$510K	﹤0.01%	1238
2023 Q3	–	Sell	-19,610	Closed	-$520K	–	1474
2023 Q2	$520K	Buy	+19,610	New	+$495K	﹤0.01%	1162

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

Cerity Partners's DUHP Position: Q2 2026 in Review

Cerity Partners increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 6.6% in Q2 2026, buying an estimated $907K and bringing the position to 366,690 shares worth $15.3M. The position accounts for 0.02% of the portfolio, ranked #571.

Cerity Partners first reported a position in DUHP in Q2 2023 and has held it in 12 quarters since. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

Cerity Partners held 366,690 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $15.3M as of Q2 2026.
Cerity Partners bought 22,729 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2026, an estimated $907K.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.02% of Cerity Partners's portfolio in Q2 2026, its #571 holding.
Cerity Partners first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q2 2023 and has held it in 12 quarters since.
561 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.