Excelsior Advisor Network’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

Excelsior Advisor Network’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	$1.51M	Sell	36,208 -34	-0.1%	-$1.36K	0.2%	115
2026 Q1	$1.33M	Buy	36,242 +1,241	+4%	+$47.6K	0.51%	47
2025 Q4	$1.33M	Buy	+35,001	New	+$1.33M	0.65%	38

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

Excelsior Advisor Network's DUHP Position: Q2 2026 in Review

Excelsior Advisor Network reduced its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 0.09% in Q2 2026, selling an estimated $1.36K and leaving 36,208 shares worth $1.51M. The position accounts for 0.2% of the portfolio, ranked #115.

Excelsior Advisor Network first reported a position in DUHP in Q4 2025 and has held it in 3 quarters since. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

Excelsior Advisor Network held 36,208 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $1.51M as of Q2 2026.
Excelsior Advisor Network sold 34 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2026, an estimated $1.36K.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.2% of Excelsior Advisor Network's portfolio in Q2 2026, its #115 holding.
Excelsior Advisor Network first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q4 2025 and has held it in 3 quarters since.
561 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q2 2026.

Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.