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

Focus Partners Wealth’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	$896M	Buy	21,465,179 +1,077,532	+5%	+$43M	0.92%	20
2026 Q1	$766M	Buy	20,387,647 +1,083,574	+6%	+$41.6M	0.85%	21
2025 Q4	$734M	Buy	19,304,073 +716,130	+4%	+$27.1M	0.84%	24
2025 Q3	$702M	Buy	18,587,943 +585,098	+3%	+$21.5M	1.13%	15
2025 Q2	$640M	Buy	18,002,845 +7,004,208	+64%	+$234M	1.39%	11
2025 Q1	$364M	Buy	10,998,637 +8,386,204	+321%	+$288M	0.91%	21
2024 Q4	$88.3M	Buy	2,612,433 +287,809	+12%	+$10M	0.23%	95
2024 Q3	$79.2M	Buy	+2,324,624	New	+$76.1M	0.25%	85

Other funds holding DUHP

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

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

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

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Focus Partners Wealth's DUHP Position: Q2 2026 in Review

Focus Partners Wealth increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 5.3% in Q2 2026, buying an estimated $43M and bringing the position to 21,465,179 shares worth $896M. The position accounts for 0.92% of the portfolio, ranked #20.

Focus Partners Wealth first reported a position in DUHP in Q3 2024 and has held it in 8 quarters since. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

Focus Partners Wealth held 21,465,179 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $896M as of Q2 2026.
Focus Partners Wealth bought 1,077,532 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2026, an estimated $43M.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.92% of Focus Partners Wealth's portfolio in Q2 2026, its #20 holding.
Focus Partners Wealth first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q3 2024 and has held it in 8 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 Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.