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

First Foundation 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	$559K	Hold	13,388	–	–	0.02%	230
2026 Q1	$492K	Hold	13,388	–	–	0.02%	238
2025 Q4	$509K	Hold	13,388	–	–	0.02%	232
2025 Q3	$506K	Hold	13,388	–	–	0.02%	229
2025 Q2	$476K	Hold	13,388	–	–	0.02%	241
2025 Q1	$444K	Hold	13,388	–	–	0.02%	233
2024 Q4	$452K	Hold	13,388	–	–	0.02%	239
2024 Q3	$456K	Hold	13,388	–	–	0.02%	238
2024 Q2	$428K	Hold	13,388	–	–	0.02%	242
2024 Q1	$423K	Hold	13,388	–	–	0.02%	241
2023 Q4	$383K	Sell	13,388 -373	-3%	-$9.98K	0.02%	254
2023 Q3	$354K	Hold	13,761	–	–	0.02%	294
2023 Q2	$365K	Buy	+13,761	New	+$347K	0.02%	280

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 $3.68B AUM 13.84% 1-Year Est. Return

First Foundation Advisors's DUHP Position: Q2 2026 in Review

First Foundation Advisors held its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) position steady in Q2 2026 at 13,388 shares worth $559K. The position accounts for 0.02% of the portfolio, ranked #230.

First Foundation Advisors first reported a position in DUHP in Q2 2023 and has held it in 13 quarters since. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

First Foundation Advisors held 13,388 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $559K as of Q2 2026.
First Foundation Advisors left its U.S. High Relative Profitability Portfolio ETF Class Shares share count unchanged in Q2 2026.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.02% of First Foundation Advisors's portfolio in Q2 2026, its #230 holding.
First Foundation 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.
561 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q2 2026.

Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.