Kestra Private Wealth Services’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

Kestra Private Wealth Services’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	$295K	Buy	7,068 +13	+0.2%	+$519	﹤0.01%	1500
2026 Q1	$259K	Buy	7,055 +678	+11%	+$26K	﹤0.01%	1516
2025 Q4	$243K	Buy	+6,377	New	+$242K	﹤0.01%	1523

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

Kestra Private Wealth Services's DUHP Position: Q2 2026 in Review

Kestra Private Wealth Services increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 0.18% in Q2 2026, buying an estimated $519 and bringing the position to 7,068 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #1500.

Kestra Private Wealth Services first reported a position in DUHP in Q4 2025 and has held it in 3 quarters since. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

Kestra Private Wealth Services held 7,068 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $295K as of Q2 2026.
Kestra Private Wealth Services bought 13 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2026, an estimated $519.
U.S. High Relative Profitability Portfolio ETF Class Shares made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1500 holding.
Kestra Private Wealth Services first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q4 2025 and has held it in 3 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 Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.