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

Curio Wealth’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	$449K	Sell	10,755 -151	-1%	-$6.02K	0.14%	59
2026 Q1	$401K	Sell	10,906 -2,755	-20%	-$106K	0.14%	53
2025 Q4	$526K	Sell	13,661 -5,665	-29%	-$215K	0.19%	51
2025 Q3	$730K	Sell	19,326 -2,096	-10%	-$76.9K	0.3%	38
2025 Q2	$762K	Buy	21,422 +21,396	+82,292%	+$714K	0.33%	36
2025 Q1	$854K	Sell	26 -23,336	-100%	-$802K	0.44%	34
2024 Q4	$789K	Buy	+23,362	New	+$808K	0.42%	38

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 $7.79B AUM 20.38% 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

Curio Wealth's DUHP Position: Q2 2026 in Review

Curio Wealth reduced its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 1.4% in Q2 2026, selling an estimated $6.02K and leaving 10,755 shares worth $449K. The position accounts for 0.14% of the portfolio, ranked #59.

Curio Wealth first reported a position in DUHP in Q4 2024 and has held it in 7 quarters since. The position peaked at $854K in Q1 2025. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

Curio Wealth held 10,755 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $449K as of Q2 2026.
Curio Wealth sold 151 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2026, an estimated $6.02K.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.14% of Curio Wealth's portfolio in Q2 2026, its #59 holding.
Curio Wealth first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q4 2024 and has held it in 7 quarters since.
Curio Wealth's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $854K 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 Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.