KA
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Kozak & Associates’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

Kozak & Associates’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
Q4 		– Sell
-237
Closed -$8.82K – 440
2025
Q3 		$8.82K Buy
+237
New +$8.69K ﹤0.01% 267

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
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Kozak & Associates's DUHP Position: Q4 2025 in Review

Kozak & Associates sold out of U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) in Q4 2025, closing a stake of 237 shares — an estimated $8.82K sold.

Kozak & Associates first reported a position in DUHP in Q3 2025 and held it in 1 quarter. The position peaked at $8.82K in Q3 2025. 512 funds tracked by Wall St. Rank hold DUHP as of Q4 2025.

  • Kozak & Associates reported no remaining U.S. High Relative Profitability Portfolio ETF Class Shares position as of Q4 2025 after selling out during the quarter.
  • Kozak & Associates sold 237 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q4 2025, an estimated $8.82K.
  • Kozak & Associates first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q3 2025 and held it in 1 quarter.
  • Kozak & Associates's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $8.82K in Q3 2025.
  • 512 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q4 2025.

Based on Kozak & Associates's 13F filing for Q4 2025, filed 12 Jan 2026.