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

Foundations Investment 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 		$374K Buy
+8,951
New +$357K ﹤0.01% 874
2025
Q4 		– Sell
-5,585
Closed -$211K – 1130
2025
Q3 		$211K Buy
+5,585
New +$205K ﹤0.01% 981

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AC
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
AF
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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Foundations Investment Advisors's DUHP Position: Q2 2026 in Review

Foundations Investment Advisors opened a new position in U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) in Q2 2026: 8,951 shares worth $374K. The stake represents ﹤0.01% of the portfolio and ranks #874 among its holdings. This is a return to the name: Foundations Investment Advisors previously reported a position in DUHP as recently as Q3 2025.

Foundations Investment Advisors first reported a position in DUHP in Q3 2025 and has held it in 2 quarters since. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Foundations Investment Advisors held 8,951 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $374K as of Q2 2026.
  • U.S. High Relative Profitability Portfolio ETF Class Shares was a new Foundations Investment Advisors position in Q2 2026.
  • U.S. High Relative Profitability Portfolio ETF Class Shares made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #874 holding.
  • Foundations Investment Advisors first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q3 2025 and has held it in 2 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 Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.