CWP
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Concord Wealth Partners’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

Concord Wealth Partners’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 		$38.5K Buy
+922
New +$36.8K ﹤0.01% 399

Other funds holding DUHP

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Focus Partners Wealth
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AC
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
AF
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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Concord Wealth Partners's DUHP Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) in Q2 2026: 922 shares worth $38.5K. The stake represents ﹤0.01% of the portfolio and ranks #399 among its holdings.

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

  • Concord Wealth Partners held 922 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $38.5K as of Q2 2026.
  • U.S. High Relative Profitability Portfolio ETF Class Shares was a new Concord Wealth Partners position in Q2 2026.
  • U.S. High Relative Profitability Portfolio ETF Class Shares made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #399 holding.
  • 561 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.