Commonwealth Equity Services’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

Commonwealth Equity Services’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	$27.7M	Buy	664,486 +9,624	+1%	+$384K	0.03%	488
2026 Q1	$24.1M	Buy	654,862 +17,043	+3%	+$654K	0.03%	505
2025 Q4	$24.3M	Buy	637,819 +9,905	+2%	+$375K	0.03%	497
2025 Q3	$23.7M	Sell	627,914 -7,252	-1%	-$266K	0.03%	501
2025 Q2	$22.6M	Sell	635,166 -430,579	-40%	-$14.4M	0.03%	538
2025 Q1	$35.3M	Buy	1,065,745 +23,869	+2%	+$820K	0.05%	368
2024 Q4	$35.2M	Buy	1,041,876 +39,607	+4%	+$1.37M	0.05%	342
2024 Q3	$34.1M	Sell	1,002,269 -77,840	-7%	-$2.55M	0.05%	343
2024 Q2	$34.6M	Buy	1,080,109 +54,795	+5%	+$1.7M	0.05%	327
2024 Q1	$32.4M	Buy	1,025,314 +114,006	+13%	+$3.42M	0.05%	345
2023 Q4	$26.1M	Buy	911,308 +14,524	+2%	+$389K	0.05%	370
2023 Q3	$23M	Buy	896,784 +188,402	+27%	+$5.04M	0.05%	363
2023 Q2	$18.8M	Buy	708,382 +426,380	+151%	+$10.8M	0.04%	441
2023 Q1	$7.09M	Buy	282,002 +49,232	+21%	+$1.22M	0.01%	837
2022 Q4	$5.59M	Buy	232,770 +147,785	+174%	+$3.5M	0.01%	911
2022 Q3	$1.81M	Buy	84,985 +30,296	+55%	+$717K	﹤0.01%	1487
2022 Q2	$1.23M	Buy	54,689 +30,235	+124%	+$737K	﹤0.01%	1730
2022 Q1	$643K	Buy	+24,454	New	+$626K	﹤0.01%	2325

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

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

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

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

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

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Commonwealth Equity Services's DUHP Position: Q2 2026 in Review

Commonwealth Equity Services increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 1.5% in Q2 2026, buying an estimated $384K and bringing the position to 664,486 shares worth $27.7M. The position accounts for 0.03% of the portfolio, ranked #488.

Commonwealth Equity Services first reported a position in DUHP in Q1 2022 and has held it in 18 quarters since. The position peaked at $35.3M in Q1 2025. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

Commonwealth Equity Services held 664,486 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $27.7M as of Q2 2026.
Commonwealth Equity Services bought 9,624 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2026, an estimated $384K.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.03% of Commonwealth Equity Services's portfolio in Q2 2026, its #488 holding.
Commonwealth Equity Services first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q1 2022 and has held it in 18 quarters since.
Commonwealth Equity Services's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $35.3M in Q1 2025.
561 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.