CWM
DUHP icon

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

CMH Wealth Management’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
2023
Q2 		– Sell
-4,059
Closed -$102K – 46
2023
Q1 		$102K Buy
+4,059
New +$100K 0.03% 47

Other funds holding DUHP

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 20.8% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

CMH Wealth Management's DUHP Position: Q2 2023 in Review

CMH Wealth Management sold out of U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) in Q2 2023, closing a stake of 4,059 shares — an estimated $102K sold.

CMH Wealth Management first reported a position in DUHP in Q1 2023 and held it in 1 quarter. The position peaked at $102K in Q1 2023. 185 funds tracked by Wall St. Rank hold DUHP as of Q2 2023.

  • CMH Wealth Management reported no remaining U.S. High Relative Profitability Portfolio ETF Class Shares position as of Q2 2023 after selling out during the quarter.
  • CMH Wealth Management sold 4,059 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2023, an estimated $102K.
  • CMH Wealth Management first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q1 2023 and held it in 1 quarter.
  • CMH Wealth Management's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $102K in Q1 2023.
  • 185 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q2 2023.

Based on CMH Wealth Management's 13F filing for Q2 2023, filed 17 Jul 2023.