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

Karpas Strategies’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 		$3.15M Buy
98,381
+28,001
+40% +$870K 0.99% 29
2024
Q1 		$2.22M Buy
70,380
+19,097
+37% +$573K 0.69% 39
2023
Q4 		$1.47M Buy
+51,283
New +$1.37M 0.49% 48

Other funds holding DUHP

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
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

Karpas Strategies's DUHP Position: Q2 2024 in Review

Karpas Strategies increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 40% in Q2 2024, buying an estimated $870K and bringing the position to 98,381 shares worth $3.15M. The position accounts for 0.99% of the portfolio, ranked #29.

Karpas Strategies first reported a position in DUHP in Q4 2023 and has held it in 3 quarters since. 291 funds tracked by Wall St. Rank hold DUHP as of Q2 2024.

  • Karpas Strategies held 98,381 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $3.15M as of Q2 2024.
  • Karpas Strategies bought 28,001 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2024, an estimated $870K.
  • U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.99% of Karpas Strategies's portfolio in Q2 2024, its #29 holding.
  • Karpas Strategies first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q4 2023 and has held it in 3 quarters since.
  • 291 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q2 2024.

Based on Karpas Strategies's 13F filing for Q2 2024, filed 30 Jul 2024.