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Marshall Financial Group (Pennsylvania)’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

Marshall Financial Group (Pennsylvania)’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
2024
Q3 		– Sell
-6,850
Closed -$219K – 56
2024
Q2 		$219K Buy
+6,850
New +$213K 0.07% 53

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Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MWM
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FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Marshall Financial Group (Pennsylvania)'s DUHP Position: Q3 2024 in Review

Marshall Financial Group (Pennsylvania) sold out of U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) in Q3 2024, closing a stake of 6,850 shares — an estimated $219K sold.

Marshall Financial Group (Pennsylvania) first reported a position in DUHP in Q2 2024 and held it in 1 quarter. The position peaked at $219K in Q2 2024. 316 funds tracked by Wall St. Rank hold DUHP as of Q3 2024.

  • Marshall Financial Group (Pennsylvania) reported no remaining U.S. High Relative Profitability Portfolio ETF Class Shares position as of Q3 2024 after selling out during the quarter.
  • Marshall Financial Group (Pennsylvania) sold 6,850 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q3 2024, an estimated $219K.
  • Marshall Financial Group (Pennsylvania) first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q2 2024 and held it in 1 quarter.
  • Marshall Financial Group (Pennsylvania)'s U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $219K in Q2 2024.
  • 316 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q3 2024.

Based on Marshall Financial Group (Pennsylvania)'s 13F filing for Q3 2024, filed 4 Nov 2024.