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

Coastal Bridge 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	$283K	Buy	+6,791	New	+$271K	0.02%	402

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

Coastal Bridge Advisors's DUHP Position: Q2 2026 in Review

Coastal Bridge Advisors opened a new position in U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) in Q2 2026: 6,791 shares worth $283K. The stake represents 0.02% of the portfolio and ranks #402 among its holdings.

561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

Coastal Bridge Advisors held 6,791 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $283K as of Q2 2026.
U.S. High Relative Profitability Portfolio ETF Class Shares was a new Coastal Bridge Advisors position in Q2 2026.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.02% of Coastal Bridge Advisors's portfolio in Q2 2026, its #402 holding.
561 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.