EverSource Wealth Advisors’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

EverSource Wealth Advisors’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	$3.99M	Sell	95,547 -11,432	-11%	-$456K	0.13%	138
2026 Q1	$3.93M	Sell	106,979 -162,694	-60%	-$6.24M	0.12%	136
2025 Q4	$10.3M	Buy	269,673 +28,144	+12%	+$1.07M	0.38%	58
2025 Q3	$9.12M	Buy	241,529 +4,459	+2%	+$163K	0.36%	69
2025 Q2	$8.43M	Buy	237,070 +41,642	+21%	+$1.39M	0.38%	64
2025 Q1	$6.48M	Buy	195,428 +19,637	+11%	+$675K	0.36%	72
2024 Q4	$5.94M	Buy	175,791 +26,939	+18%	+$932K	0.33%	72
2024 Q3	$5.07M	Buy	148,852 +11,422	+8%	+$374K	0.32%	70
2024 Q2	$4.47M	Buy	137,430 +42,376	+45%	+$1.32M	0.3%	75
2024 Q1	$2.86M	Buy	95,054 +37,905	+66%	+$1.14M	0.22%	96
2023 Q4	$1.64M	Buy	57,149 +38,702	+210%	+$1.04M	0.15%	126
2023 Q3	$474K	Buy	18,447 +18,053	+4,582%	+$483K	0.05%	236
2023 Q2	$10.5K	Buy	+394	New	+$9.94K	﹤0.01%	1419

Other funds holding DUHP

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

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

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

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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

EverSource Wealth Advisors's DUHP Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 11% in Q2 2026, selling an estimated $456K and leaving 95,547 shares worth $3.99M. The position accounts for 0.13% of the portfolio, ranked #138.

EverSource Wealth Advisors first reported a position in DUHP in Q2 2023 and has held it in 13 quarters since. The position peaked at $10.3M in Q4 2025. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

EverSource Wealth Advisors held 95,547 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $3.99M as of Q2 2026.
EverSource Wealth Advisors sold 11,432 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2026, an estimated $456K.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.13% of EverSource Wealth Advisors's portfolio in Q2 2026, its #138 holding.
EverSource Wealth Advisors first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q2 2023 and has held it in 13 quarters since.
EverSource Wealth Advisors's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $10.3M in Q4 2025.
561 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.