Christopher J. Hasenberg’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

Christopher J. Hasenberg’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 Q2	$801K	Sell	22,536 -844,190	-97%	-$28.2M	0.3%	33
2025 Q1	$28.8M	Buy	866,726 +168,947	+24%	+$5.8M	11.94%	2
2024 Q4	$23.6M	Sell	697,779 -238,784	-25%	-$8.26M	9.5%	5
2024 Q3	$32M	Buy	936,563 +74,615	+9%	+$2.44M	13.21%	2
2024 Q2	$27.6M	Buy	861,948 +49,469	+6%	+$1.54M	12.49%	3
2024 Q1	$25.7M	Sell	812,479 -72,208	-8%	-$2.16M	12.61%	3
2023 Q4	$25.3M	Buy	+884,687	New	+$23.7M	14.11%	3

Other funds holding DUHP

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Christopher J. Hasenberg's DUHP Position: Q2 2025 in Review

Christopher J. Hasenberg reduced its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 97% in Q2 2025, selling an estimated $28.2M and leaving 22,536 shares worth $801K. The position accounts for 0.3% of the portfolio, ranked #33.

Christopher J. Hasenberg first reported a position in DUHP in Q4 2023 and has held it in 7 quarters since. The position peaked at $32M in Q3 2024. 435 funds tracked by Wall St. Rank hold DUHP as of Q2 2025.

Christopher J. Hasenberg held 22,536 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $801K as of Q2 2025.
Christopher J. Hasenberg sold 844,190 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2025, an estimated $28.2M.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.3% of Christopher J. Hasenberg's portfolio in Q2 2025, its #33 holding.
Christopher J. Hasenberg first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q4 2023 and has held it in 7 quarters since.
Christopher J. Hasenberg's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $32M in Q3 2024.
435 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q2 2025.

Based on Christopher J. Hasenberg's 13F filing for Q2 2025, filed 9 Jul 2025.