EF
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Empowered Funds’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

Empowered Funds’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
2024
Q2 		– Sell
-600,621
Closed -$19M – 1394
2024
Q1 		$19M Buy
+600,621
New +$18M 0.34% 41

Other funds holding DUHP

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
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
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
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Empowered Funds's DUHP Position: Q2 2024 in Review

Empowered Funds sold out of U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) in Q2 2024, closing a stake of 600,621 shares — an estimated $19M sold.

Empowered Funds first reported a position in DUHP in Q1 2024 and held it in 1 quarter. The position peaked at $19M in Q1 2024. 291 funds tracked by Wall St. Rank hold DUHP as of Q2 2024.

  • Empowered Funds reported no remaining U.S. High Relative Profitability Portfolio ETF Class Shares position as of Q2 2024 after selling out during the quarter.
  • Empowered Funds sold 600,621 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2024, an estimated $19M.
  • Empowered Funds first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q1 2024 and held it in 1 quarter.
  • Empowered Funds's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $19M in Q1 2024.
  • 291 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q2 2024.

Based on Empowered Funds's 13F filing for Q2 2024, filed 30 Jul 2024.