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

Elevate Wealth Advisory’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 		$682K Buy
16,341
+2,091
+15% +$83.4K 0.39% 39
2026
Q1 		$524K Buy
14,250
+2,251
+19% +$86.3K 0.33% 47
2025
Q4 		$456K Sell
11,999
-144
-1% -$5.45K 0.31% 46
2025
Q3 		$459K Buy
12,143
+101
+0.8% +$3.7K 0.33% 46
2025
Q2 		$428K Buy
12,042
+3,044
+34% +$102K 0.3% 48
2025
Q1 		$298K Buy
8,998
+1
+0% +$34 0.21% 59
2024
Q4 		$304K Buy
8,997
+1,632
+22% +$56.5K 0.23% 54
2024
Q3 		$251K Buy
7,365
+1
+0% +$33 0.19% 60
2024
Q2 		$236K Buy
7,364
+134
+2% +$4.17K 0.19% 57
2024
Q1 		$229K Sell
7,230
-482
-6% -$14.4K 0.2% 56
2023
Q4 		$221K Buy
+7,712
New +$206K 0.2% 55

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 $3.68B AUM 13.84% 1-Year Est. Return

Elevate Wealth Advisory's DUHP Position: Q2 2026 in Review

Elevate Wealth Advisory increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 15% in Q2 2026, buying an estimated $83.4K and bringing the position to 16,341 shares worth $682K. The position accounts for 0.39% of the portfolio, ranked #39.

Elevate Wealth Advisory first reported a position in DUHP in Q4 2023 and has held it in 11 quarters since. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Elevate Wealth Advisory held 16,341 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $682K as of Q2 2026.
  • Elevate Wealth Advisory bought 2,091 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2026, an estimated $83.4K.
  • U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.39% of Elevate Wealth Advisory's portfolio in Q2 2026, its #39 holding.
  • Elevate Wealth Advisory first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q4 2023 and has held it in 11 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 Elevate Wealth Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.