CWG
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Crown Wealth Group’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

Crown Wealth Group’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 		$8.73M Sell
209,310
-1,934
-0.9% -$77.2K 2.22% 14
2026
Q1 		$7.77M Sell
211,244
-4,343
-2% -$167K 2.28% 12
2025
Q4 		$8.2M Buy
215,587
+3,923
+2% +$149K 2.29% 13
2025
Q3 		$7.99M Buy
211,664
+12,404
+6% +$455K 2.4% 13
2025
Q2 		$7.09M Buy
199,260
+33,472
+20% +$1.12M 2.66% 9
2025
Q1 		$5.49M Sell
165,788
-27,415
-14% -$942K 2.85% 9
2024
Q4 		$6.53M Sell
193,203
-31,148
-14% -$1.08M 2.66% 10
2024
Q3 		$7.64M Buy
224,351
+22,650
+11% +$742K 3.32% 8
2024
Q2 		$6.45M Sell
201,701
-29,262
-13% -$910K 3.22% 9
2024
Q1 		$7.3M Buy
230,963
+381
+0.2% +$11.4K 3.76% 7
2023
Q4 		$6.6M Sell
230,582
-31,847
-12% -$852K 3.97% 7
2023
Q3 		$6.74M Sell
262,429
-40,907
-13% -$1.09M 5.07% 6
2023
Q2 		$8.05M Sell
303,336
-256,174
-46% -$6.46M 6.35% 5
2023
Q1 		$14.1M Buy
559,510
+31,579
+6% +$781K 11.78% 2
2022
Q4 		$12.7M Buy
527,931
+217,622
+70% +$5.16M 11.91% 2
2022
Q3 		$6.62M Buy
310,309
+192,514
+163% +$4.56M 6.79% 4
2022
Q2 		$2.65M Sell
117,795
-31,180
-21% -$760K 2.4% 9
2022
Q1 		$3.92M Buy
+148,975
New +$3.81M 2.73% 10

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

Crown Wealth Group's DUHP Position: Q2 2026 in Review

Crown Wealth Group reduced its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 0.92% in Q2 2026, selling an estimated $77.2K and leaving 209,310 shares worth $8.73M. The position accounts for 2.22% of the portfolio, ranked #14.

Crown Wealth Group first reported a position in DUHP in Q1 2022 and has held it in 18 quarters since. The position peaked at $14.1M in Q1 2023. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Crown Wealth Group held 209,310 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $8.73M as of Q2 2026.
  • Crown Wealth Group sold 1,934 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2026, an estimated $77.2K.
  • U.S. High Relative Profitability Portfolio ETF Class Shares made up 2.22% of Crown Wealth Group's portfolio in Q2 2026, its #14 holding.
  • Crown Wealth Group 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.
  • Crown Wealth Group's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $14.1M in Q1 2023.
  • 561 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q2 2026.

Based on Crown Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.