KWM
DUHP icon

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

Kingsview Wealth Management’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 		$889K Sell
21,301
-28
-0.1% -$1.12K 0.01% 785
2026
Q1 		$784K Sell
21,329
-1,573
-7% -$60.3K 0.01% 749
2025
Q4 		$871K Sell
22,902
-12,487
-35% -$473K 0.01% 676
2025
Q3 		$1.34M Sell
35,389
-93,892
-73% -$3.44M 0.02% 538
2025
Q2 		$4.6M Buy
129,281
+626
+0.5% +$20.9K 0.08% 264
2025
Q1 		$4.26M Buy
128,655
+27,254
+27% +$936K 0.08% 241
2024
Q4 		$3.43M Buy
101,401
+11,651
+13% +$403K 0.07% 275
2024
Q3 		$3.06M Buy
89,750
+10,432
+13% +$342K 0.06% 279
2024
Q2 		$2.54M Sell
79,318
-34,171
-30% -$1.06M 0.06% 291
2024
Q1 		$3.59M Buy
113,489
+2,115
+2% +$63.4K 0.09% 216
2023
Q4 		$3.19M Sell
111,374
-18,416
-14% -$493K 0.1% 197
2023
Q3 		$3.33M Buy
129,790
+77,041
+146% +$2.06M 0.12% 190
2023
Q2 		$1.4M Sell
52,749
-4,653
-8% -$117K 0.05% 317
2023
Q1 		$1.44M Buy
+57,402
New +$1.42M 0.06% 306

Other funds holding DUHP

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Focus Partners Wealth
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AC
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
AF
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
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Kingsview Wealth Management's DUHP Position: Q2 2026 in Review

Kingsview Wealth Management reduced its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 0.13% in Q2 2026, selling an estimated $1.12K and leaving 21,301 shares worth $889K. The position accounts for 0.01% of the portfolio, ranked #785.

Kingsview Wealth Management first reported a position in DUHP in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.6M in Q2 2025. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Kingsview Wealth Management held 21,301 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $889K as of Q2 2026.
  • Kingsview Wealth Management sold 28 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2026, an estimated $1.12K.
  • U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #785 holding.
  • Kingsview Wealth Management first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q1 2023 and has held it in 14 quarters since.
  • Kingsview Wealth Management's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $4.6M in Q2 2025.
  • 561 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.