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Dowling & Yahnke’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

Dowling & Yahnke’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
2022
Q3 		$3.44M Buy
+161,010
New +$3.81M 0.16% 130

Other funds holding DUHP

MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 20.8% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
LWM
Liberty Wealth Management Oakland, California $800M AUM 22.73% 1-Year Est. Return
CCM
Carlson Capital Management Northfield, Minnesota $2.29B AUM 7.48% 1-Year Est. Return
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

Dowling & Yahnke's DUHP Position: Q3 2022 in Review

Dowling & Yahnke opened a new position in U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) in Q3 2022: 161,010 shares worth $3.44M. The stake represents 0.16% of the portfolio and ranks #130 among its holdings.

85 funds tracked by Wall St. Rank hold DUHP as of Q3 2022.

  • Dowling & Yahnke held 161,010 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $3.44M as of Q3 2022.
  • U.S. High Relative Profitability Portfolio ETF Class Shares was a new Dowling & Yahnke position in Q3 2022.
  • U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.16% of Dowling & Yahnke's portfolio in Q3 2022, its #130 holding.
  • 85 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q3 2022.

Based on Dowling & Yahnke's 13F filing for Q3 2022, filed 3 Nov 2022.