Congress Wealth Management’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

Congress Wealth Management’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
2025 Q2	$874K	Buy	24,580 +1,230	+5%	+$41.1K	0.01%	741
2025 Q1	$779K	Buy	+23,350	New	+$802K	0.01%	689

Other funds holding DUHP

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Congress Wealth Management's DUHP Position: Q2 2025 in Review

Congress Wealth Management increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 5.3% in Q2 2025, buying an estimated $41.1K and bringing the position to 24,580 shares worth $874K. The position accounts for 0.01% of the portfolio, ranked #741.

Congress Wealth Management first reported a position in DUHP in Q1 2025 and has held it in 2 quarters since. 435 funds tracked by Wall St. Rank hold DUHP as of Q2 2025.

Congress Wealth Management held 24,580 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $874K as of Q2 2025.
Congress Wealth Management bought 1,230 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2025, an estimated $41.1K.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #741 holding.
Congress Wealth Management first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q1 2025 and has held it in 2 quarters since.
435 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.