HIC
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Hartline Investment Corp’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

Hartline Investment Corp’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
2024
Q2 		– Sell
-6,378
Closed -$202K – 190
2024
Q1 		$202K Buy
+6,378
New +$191K 0.04% 372

Other funds holding DUHP

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Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 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
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Hartline Investment Corp's DUHP Position: Q2 2024 in Review

Hartline Investment Corp sold out of U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) in Q2 2024, closing a stake of 6,378 shares — an estimated $202K sold.

Hartline Investment Corp first reported a position in DUHP in Q1 2024 and held it in 1 quarter. The position peaked at $202K in Q1 2024. 291 funds tracked by Wall St. Rank hold DUHP as of Q2 2024.

  • Hartline Investment Corp reported no remaining U.S. High Relative Profitability Portfolio ETF Class Shares position as of Q2 2024 after selling out during the quarter.
  • Hartline Investment Corp sold 6,378 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2024, an estimated $202K.
  • Hartline Investment Corp first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q1 2024 and held it in 1 quarter.
  • Hartline Investment Corp's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $202K in Q1 2024.
  • 291 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q2 2024.

Based on Hartline Investment Corp's 13F filing for Q2 2024, filed 9 Aug 2024.