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

E-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	$8.05M	Buy	192,898 +13,175	+7%	+$526K	5.82%	5
2026 Q1	$6.61M	Buy	179,723 +15,517	+9%	+$595K	5.34%	8
2025 Q4	$6.24M	Buy	+164,206	New	+$6.22M	5.25%	6

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

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 Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

E-Wealth Partners's DUHP Position: Q2 2026 in Review

E-Wealth Partners increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 7.3% in Q2 2026, buying an estimated $526K and bringing the position to 192,898 shares worth $8.05M. The position accounts for 5.82% of the portfolio, ranked #5.

E-Wealth Partners first reported a position in DUHP in Q4 2025 and has held it in 3 quarters since. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

E-Wealth Partners held 192,898 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $8.05M as of Q2 2026.
E-Wealth Partners bought 13,175 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2026, an estimated $526K.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 5.82% of E-Wealth Partners's portfolio in Q2 2026, its #5 holding.
E-Wealth Partners first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q4 2025 and has held it in 3 quarters since.
561 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q2 2026.

Based on E-Wealth Partners's 13F filing for Q2 2026, filed 17 Aug 2026.