Compass Ion Advisors
DUHP icon

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

Compass Ion 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
Q3 		$526K Buy
+12,549
New +$526K 0.04% 184

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Forum Financial Management
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Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Petersen Hastings Wealth Advisors
Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
RW Investment Management
RW Investment Management Eagle, Idaho $1.13B AUM

Compass Ion Advisors's DUHP Position: Q3 2026 in Review

Compass Ion Advisors opened a new position in U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) in Q3 2026: 12,549 shares worth $526K. The stake represents 0.04% of the portfolio and ranks #184 among its holdings.

383 funds tracked by Wall St. Rank hold DUHP as of Q3 2026.

  • Compass Ion Advisors held 12,549 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $526K as of Q3 2026.
  • U.S. High Relative Profitability Portfolio ETF Class Shares was a new Compass Ion Advisors position in Q3 2026.
  • U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.04% of Compass Ion Advisors's portfolio in Q3 2026, its #184 holding.
  • 383 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q3 2026.

Based on Compass Ion Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.