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

INVST’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	$12.4M	Buy	296,689 +17,123	+6%	+$683K	1.21%	19
2026 Q1	$10.3M	Sell	279,566 -1,464	-0.5%	-$56.1K	1.16%	24
2025 Q4	$10.7M	Buy	281,030 +11,925	+4%	+$452K	1.16%	24
2025 Q3	$10.2M	Buy	269,105 +64,714	+32%	+$2.37M	1.16%	25
2025 Q2	$7.27M	Buy	204,391 +19,582	+11%	+$654K	0.91%	27
2025 Q1	$6.12M	Buy	+184,809	New	+$6.35M	0.84%	29
2024 Q1	–	Sell	-6,825	Closed	-$202K	–	256
2023 Q4	$202K	Buy	+6,825	New	+$183K	0.03%	207

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 $3.76B AUM 21.29% 1-Year Est. Return

INVST's DUHP Position: Q2 2026 in Review

INVST increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 6.1% in Q2 2026, buying an estimated $683K and bringing the position to 296,689 shares worth $12.4M. The position accounts for 1.21% of the portfolio, ranked #19.

INVST first reported a position in DUHP in Q4 2023 and has held it in 7 quarters since. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

INVST held 296,689 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $12.4M as of Q2 2026.
INVST bought 17,123 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2026, an estimated $683K.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 1.21% of INVST's portfolio in Q2 2026, its #19 holding.
INVST first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q4 2023 and has held it in 7 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 INVST's 13F filing for Q2 2026, filed 14 Aug 2026.