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

Clearstead 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	$56.9M	Sell	1,364,264 -1,351,541	-50%	-$53.9M	0.54%	43
2026 Q1	$99.8M	Buy	+2,715,805	New	+$104M	0.91%	23
2024 Q4	–	Sell	-5,179	Closed	-$176K	–	2115
2024 Q3	$176K	Buy	+5,179	New	+$170K	﹤0.01%	894

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

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

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

FPAS

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

TWA

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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Clearstead Advisors's DUHP Position: Q2 2026 in Review

Clearstead Advisors reduced its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 50% in Q2 2026, selling an estimated $53.9M and leaving 1,364,264 shares worth $56.9M. The position accounts for 0.54% of the portfolio, ranked #43.

Clearstead Advisors first reported a position in DUHP in Q3 2024 and has held it in 3 quarters since. The position peaked at $99.8M in Q1 2026. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

Clearstead Advisors held 1,364,264 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $56.9M as of Q2 2026.
Clearstead Advisors sold 1,351,541 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2026, an estimated $53.9M.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.54% of Clearstead Advisors's portfolio in Q2 2026, its #43 holding.
Clearstead Advisors first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q3 2024 and has held it in 3 quarters since.
Clearstead Advisors's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $99.8M in Q1 2026.
561 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.