Independent Financial Group’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

Independent Financial Group’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
2025 Q2	–	Sell	-9,244	Closed	-$306K	–	1313
2025 Q1	$306K	Buy	9,244 +208	+2%	+$7.15K	0.01%	924
2024 Q4	$305K	Buy	9,036 +341	+4%	+$11.8K	0.01%	893
2024 Q3	$296K	Buy	8,695 +151	+2%	+$4.95K	0.01%	889
2024 Q2	$273K	Buy	8,544 +74	+0.9%	+$2.3K	0.01%	875
2024 Q1	$268K	Buy	8,470 +118	+1%	+$3.54K	0.01%	836
2023 Q4	$239K	Buy	+8,352	New	+$223K	0.01%	823

Other funds holding DUHP

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Independent Financial Group's DUHP Position: Q2 2025 in Review

Independent Financial Group sold out of U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) in Q2 2025, closing a stake of 9,244 shares — an estimated $306K sold.

Independent Financial Group first reported a position in DUHP in Q4 2023 and held it in 6 quarters. The position peaked at $306K in Q1 2025. 434 funds tracked by Wall St. Rank hold DUHP as of Q2 2025.

Independent Financial Group reported no remaining U.S. High Relative Profitability Portfolio ETF Class Shares position as of Q2 2025 after selling out during the quarter.
Independent Financial Group sold 9,244 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2025, an estimated $306K.
Independent Financial Group first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q4 2023 and held it in 6 quarters.
Independent Financial Group's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $306K in Q1 2025.
434 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q2 2025.

Based on Independent Financial Group's 13F filing for Q2 2025, filed 15 May 2026.