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

Equius 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
2022 Q4	$741K	Buy	30,850 +8,416	+38%	+$200K	0.23%	14
2022 Q3	$479K	Buy	22,434 +4,213	+23%	+$100K	0.17%	9
2022 Q2	$410K	Hold	18,221	–	–	0.14%	10
2022 Q1	$480K	Buy	+18,221	New	+$467K	0.21%	7

Other funds holding DUHP

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.65% 1-Year Est. Return

Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Pathstone Family Office Englewood, New Jersey $13.1B AUM 20.8% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

3LCM

3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return

Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Equius Partners's DUHP Position: Q4 2022 in Review

Equius Partners increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 38% in Q4 2022, buying an estimated $200K and bringing the position to 30,850 shares worth $741K. The position accounts for 0.23% of the portfolio, ranked #14.

Equius Partners first reported a position in DUHP in Q1 2022 and has held it in 4 quarters since. 129 funds tracked by Wall St. Rank hold DUHP as of Q4 2022.

Equius Partners held 30,850 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $741K as of Q4 2022.
Equius Partners bought 8,416 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q4 2022, an estimated $200K.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.23% of Equius Partners's portfolio in Q4 2022, its #14 holding.
Equius Partners first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q1 2022 and has held it in 4 quarters since.
129 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q4 2022.

Based on Equius Partners's 13F filing for Q4 2022, filed 27 Jan 2023.