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

Lionshead 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	$608K	Sell	14,581 -89	-0.6%	-$3.55K	0.4%	58
2026 Q1	$539K	Sell	14,670 -3,471	-19%	-$133K	0.4%	57
2025 Q4	$690K	Sell	18,141 -334	-2%	-$12.7K	0.52%	51
2025 Q3	$698K	Sell	18,475 -527	-3%	-$19.3K	0.55%	51
2025 Q2	$676K	Buy	19,002 +4,247	+29%	+$142K	0.62%	45
2025 Q1	$489K	Sell	14,755 -12,329	-46%	-$424K	0.51%	54
2024 Q4	$915K	Buy	+27,084	New	+$937K	0.66%	37

Other funds holding DUHP

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

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

Lionshead Wealth Management reduced its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 0.61% in Q2 2026, selling an estimated $3.55K and leaving 14,581 shares worth $608K. The position accounts for 0.4% of the portfolio, ranked #58.

Lionshead Wealth Management first reported a position in DUHP in Q4 2024 and has held it in 7 quarters since. The position peaked at $915K in Q4 2024. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

Lionshead Wealth Management held 14,581 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $608K as of Q2 2026.
Lionshead Wealth Management sold 89 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2026, an estimated $3.55K.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.4% of Lionshead Wealth Management's portfolio in Q2 2026, its #58 holding.
Lionshead Wealth Management first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q4 2024 and has held it in 7 quarters since.
Lionshead Wealth Management's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $915K in Q4 2024.
561 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q2 2026.

Based on Lionshead Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.