EFP
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EnRich Financial Partners’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

EnRich Financial 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 		$632K Sell
15,138
-117
-0.8% -$4.67K 0.15% 37
2026
Q1 		$561K Sell
15,255
-210
-1% -$8.05K 0.15% 36
2025
Q4 		$588K Buy
15,465
+21
+0.1% +$795 0.16% 34
2025
Q3 		$583K Sell
15,444
-422
-3% -$15.5K 0.17% 34
2025
Q2 		$564K Sell
15,866
-1,908
-11% -$63.7K 0.17% 34
2025
Q1 		$589K Sell
17,774
-960
-5% -$33K 0.2% 31
2024
Q4 		$633K Sell
18,734
-621
-3% -$21.5K 0.21% 31
2024
Q3 		$659K Sell
19,355
-749
-4% -$24.5K 0.22% 29
2024
Q2 		$643K Buy
20,104
+124
+0.6% +$3.85K 0.24% 30
2024
Q1 		$632K Sell
19,980
-336
-2% -$10.1K 0.24% 26
2023
Q4 		$581K Buy
+20,316
New +$543K 0.24% 27

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 $3.76B AUM 21.29% 1-Year Est. Return

EnRich Financial Partners's DUHP Position: Q2 2026 in Review

EnRich Financial Partners reduced its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 0.77% in Q2 2026, selling an estimated $4.67K and leaving 15,138 shares worth $632K. The position accounts for 0.15% of the portfolio, ranked #37.

EnRich Financial Partners first reported a position in DUHP in Q4 2023 and has held it in 11 quarters since. The position peaked at $659K in Q3 2024. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • EnRich Financial Partners held 15,138 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $632K as of Q2 2026.
  • EnRich Financial Partners sold 117 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2026, an estimated $4.67K.
  • U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.15% of EnRich Financial Partners's portfolio in Q2 2026, its #37 holding.
  • EnRich Financial Partners 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.
  • EnRich Financial Partners's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $659K in Q3 2024.
  • 561 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q2 2026.

Based on EnRich Financial Partners's 13F filing for Q2 2026, filed 27 Jul 2026.