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

Exencial 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
Q1 		$37.3M Buy
1,014,748
+193,137
+24% +$7.41M 1.16% 19
2025
Q4 		$31.2M Buy
821,611
+68,213
+9% +$2.58M 0.99% 23
2025
Q3 		$28.5M Buy
753,398
+34,439
+5% +$1.26M 0.93% 22
2025
Q2 		$25.6M Buy
718,959
+49,880
+7% +$1.67M 0.9% 25
2025
Q1 		$22.2M Buy
669,079
+55,936
+9% +$1.92M 0.82% 27
2024
Q4 		$20.7M Buy
613,143
+52,223
+9% +$1.81M 0.76% 31
2024
Q3 		$19.1M Buy
560,920
+45,396
+9% +$1.49M 0.69% 38
2024
Q2 		$16.5M Buy
515,524
+174,877
+51% +$5.44M 0.62% 50
2024
Q1 		$10.8M Buy
340,647
+66,967
+24% +$2.01M 0.4% 77
2023
Q4 		$7.83M Buy
273,680
+54,403
+25% +$1.46M 0.32% 96
2023
Q3 		$5.63M Buy
219,277
+20,282
+10% +$542K 0.27% 103
2023
Q2 		$5.28M Buy
198,995
+22,329
+13% +$563K 0.24% 108
2023
Q1 		$4.44M Buy
176,666
+17,681
+11% +$437K 0.23% 115
2022
Q4 		$3.82M Buy
158,985
+118,634
+294% +$2.81M 0.21% 130
2022
Q3 		$861K Buy
+40,351
New +$955K 0.05% 220

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
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Exencial Wealth Advisors's DUHP Position: Q1 2026 in Review

Exencial Wealth Advisors increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 24% in Q1 2026, buying an estimated $7.41M and bringing the position to 1,014,748 shares worth $37.3M. The position accounts for 1.16% of the portfolio, ranked #19.

Exencial Wealth Advisors first reported a position in DUHP in Q3 2022 and has held it in 15 quarters since. 542 funds tracked by Wall St. Rank hold DUHP as of Q1 2026.

  • Exencial Wealth Advisors held 1,014,748 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $37.3M as of Q1 2026.
  • Exencial Wealth Advisors bought 193,137 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q1 2026, an estimated $7.41M.
  • U.S. High Relative Profitability Portfolio ETF Class Shares made up 1.16% of Exencial Wealth Advisors's portfolio in Q1 2026, its #19 holding.
  • Exencial Wealth Advisors first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q3 2022 and has held it in 15 quarters since.
  • 542 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.