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

Liberty 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 		$25.8M Hold
701,173
– – 3.22% 10
2026
Q1 		$25.8M Buy
701,173
+3,577
+0.5% +$137K 3.22% 10
2025
Q4 		$26.5M Sell
697,596
-28,406
-4% -$1.08M 3.43% 9
2025
Q3 		$27.4M Sell
726,002
-3,657
-0.5% -$134K 3.86% 7
2025
Q2 		$26M Sell
729,659
-50,113
-6% -$1.67M 4.07% 5
2025
Q1 		$25.9M Sell
779,772
-2,487
-0.3% -$85.5K 4.95% 3
2024
Q4 		$26.4M Sell
782,259
-8,950
-1% -$310K 4.4% 5
2024
Q3 		$27M Sell
791,209
-710,270
-47% -$23.3M 4.58% 5
2024
Q2 		$25.1M Buy
1,501,479
+695,576
+86% +$21.6M 4.61% 4
2024
Q1 		$25.5M Sell
805,903
-20,574
-2% -$617K 4.97% 3
2023
Q4 		$23.7M Sell
826,477
-7,936
-1% -$212K 5.07% 3
2023
Q3 		$21.4M Sell
834,413
-11,014
-1% -$294K 5.34% 3
2023
Q2 		$22.4M Sell
845,427
-137,551
-14% -$3.47M 5.54% 3
2023
Q1 		$24.6M Buy
+982,978
New +$24.3M 5.08% 4
2022
Q3 		$41.1M Buy
1,927,200
+1,767,201
+1,105% +$41.8M 10.96% 1
2022
Q2 		$3.6M Buy
159,999
+2,702
+2% +$65.8K 1.46% 14
2022
Q1 		$4.12M Buy
+157,297
New +$4.03M 1.49% 15

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

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

Liberty Wealth Management held its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) position steady in Q2 2026 at 701,173 shares worth $25.8M. The position accounts for 3.22% of the portfolio, ranked #10.

Liberty Wealth Management first reported a position in DUHP in Q1 2022 and has held it in 17 quarters since. The position peaked at $41.1M in Q3 2022. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Liberty Wealth Management held 701,173 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $25.8M as of Q2 2026.
  • Liberty Wealth Management left its U.S. High Relative Profitability Portfolio ETF Class Shares share count unchanged in Q2 2026.
  • U.S. High Relative Profitability Portfolio ETF Class Shares made up 3.22% of Liberty Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Liberty Wealth Management first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q1 2022 and has held it in 17 quarters since.
  • Liberty Wealth Management's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $41.1M in Q3 2022.
  • 561 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.