Laurel Wealth Advisors (North Carolina)’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 Q2	–	Sell	-635	Closed	-$21K	–	312
2025 Q1	$21K	Hold	635	–	–	﹤0.01%	406
2024 Q4	$21.5K	Buy	+635	New	+$22K	﹤0.01%	409

Other funds holding DUHP

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s DUHP Position: Q2 2025 in Review

Laurel Wealth Advisors (North Carolina) sold out of U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) in Q2 2025, closing a stake of 635 shares — an estimated $21K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in DUHP in Q4 2024 and held it in 2 quarters. The position peaked at $21.5K in Q4 2024. 435 funds tracked by Wall St. Rank hold DUHP as of Q2 2025.

Laurel Wealth Advisors (North Carolina) reported no remaining U.S. High Relative Profitability Portfolio ETF Class Shares position as of Q2 2025 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 635 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2025, an estimated $21K.
Laurel Wealth Advisors (North Carolina) first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q4 2024 and held it in 2 quarters.
Laurel Wealth Advisors (North Carolina)'s U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $21.5K in Q4 2024.
435 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q2 2025.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2025, filed 12 Aug 2025.