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Legacy Wealth Management (Idaho)’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-65
Closed -$2.39K – 394
2026
Q1 		$2.39K Buy
+65
New +$2.49K ﹤0.01% 746

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 $3.76B AUM 21.29% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s DUHP Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) in Q2 2026, closing a stake of 65 shares — an estimated $2.39K sold.

Legacy Wealth Management (Idaho) first reported a position in DUHP in Q1 2026 and held it in 1 quarter. The position peaked at $2.39K in Q1 2026. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining U.S. High Relative Profitability Portfolio ETF Class Shares position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 65 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2026, an estimated $2.39K.
  • Legacy Wealth Management (Idaho) first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q1 2026 and held it in 1 quarter.
  • Legacy Wealth Management (Idaho)'s U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $2.39K in Q1 2026.
  • 561 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.