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

Column Capital 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
2023
Q3 		$37.6K Buy
1,465
+470
+47% +$12.6K 0.01% 354
2023
Q2 		$26.4K Buy
995
+210
+27% +$5.3K ﹤0.01% 408
2023
Q1 		$19.7K Buy
785
+185
+31% +$4.58K ﹤0.01% 448
2022
Q4 		$14.4K Buy
600
+200
+50% +$4.74K ﹤0.01% 466
2022
Q3 		$9K Buy
+400
New +$9.47K ﹤0.01% 480

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
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 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

Column Capital Advisors's DUHP Position: Q3 2023 in Review

Column Capital Advisors increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 47% in Q3 2023, buying an estimated $12.6K and bringing the position to 1,465 shares worth $37.6K. The position accounts for 0.01% of the portfolio, ranked #354.

Column Capital Advisors first reported a position in DUHP in Q3 2022 and has held it in 5 quarters since. 207 funds tracked by Wall St. Rank hold DUHP as of Q3 2023.

  • Column Capital Advisors held 1,465 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $37.6K as of Q3 2023.
  • Column Capital Advisors bought 470 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q3 2023, an estimated $12.6K.
  • U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.01% of Column Capital Advisors's portfolio in Q3 2023, its #354 holding.
  • Column Capital Advisors first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q3 2022 and has held it in 5 quarters since.
  • 207 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.