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

Litman Gregory 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
2023 Q2	–	Sell	-293,632	Closed	-$7.42M	–	90
2023 Q1	$7.42M	Buy	+293,632	New	+$7.26M	2.76%	10

Other funds holding DUHP

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

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

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 20.8% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

AWM

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

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Litman Gregory Wealth Management's DUHP Position: Q2 2023 in Review

Litman Gregory Wealth Management sold out of U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) in Q2 2023, closing a stake of 293,632 shares — an estimated $7.42M sold.

Litman Gregory Wealth Management first reported a position in DUHP in Q1 2023 and held it in 1 quarter. The position peaked at $7.42M in Q1 2023. 185 funds tracked by Wall St. Rank hold DUHP as of Q2 2023.

Litman Gregory Wealth Management reported no remaining U.S. High Relative Profitability Portfolio ETF Class Shares position as of Q2 2023 after selling out during the quarter.
Litman Gregory Wealth Management sold 293,632 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2023, an estimated $7.42M.
Litman Gregory Wealth Management first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q1 2023 and held it in 1 quarter.
Litman Gregory Wealth Management's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $7.42M in Q1 2023.
185 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q2 2023.

Based on Litman Gregory Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.