Envestnet Portfolio Solutions
DUHP icon

Envestnet Portfolio Solutions’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

Envestnet Portfolio Solutions’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
2025
Q4 		– Sell
-12,223
Closed -$462K – 1505
2025
Q3 		$462K Buy
+12,223
New +$448K ﹤0.01% 1066
2025
Q1 		– Sell
-19,305
Closed -$652K – 1608
2024
Q4 		$652K Buy
19,305
+1,953
+11% +$67.6K ﹤0.01% 1104
2024
Q3 		$591K Buy
17,352
+3,094
+22% +$101K ﹤0.01% 1110
2024
Q2 		$456K Buy
14,258
+1,225
+9% +$38.1K ﹤0.01% 1179
2024
Q1 		$412K Sell
13,033
-1,417
-10% -$42.5K ﹤0.01% 1196
2023
Q4 		$413K Buy
14,450
+28
+0.2% +$749 ﹤0.01% 1128
2023
Q3 		$371K Buy
+14,422
New +$385K ﹤0.01% 1121

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
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Portfolio Solutions's DUHP Position: Q4 2025 in Review

Envestnet Portfolio Solutions sold out of U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) in Q4 2025, closing a stake of 12,223 shares — an estimated $462K sold.

Envestnet Portfolio Solutions first reported a position in DUHP in Q3 2023 and held it in 7 quarters. The position peaked at $652K in Q4 2024. 512 funds tracked by Wall St. Rank hold DUHP as of Q4 2025.

  • Envestnet Portfolio Solutions reported no remaining U.S. High Relative Profitability Portfolio ETF Class Shares position as of Q4 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 12,223 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q4 2025, an estimated $462K.
  • Envestnet Portfolio Solutions first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q3 2023 and held it in 7 quarters.
  • Envestnet Portfolio Solutions's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $652K in Q4 2024.
  • 512 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q4 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q4 2025, filed 6 Feb 2026.