Millstone Evans Group’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

Millstone Evans Group’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	$78.3K	Buy	1,877 +76	+4%	+$3.03K	0.04%	267
2026 Q1	$66.2K	Sell	1,801 -32	-2%	-$1.23K	0.04%	287
2025 Q4	$69.7K	Buy	1,833 +173	+10%	+$6.55K	0.04%	276
2025 Q3	$62.7K	Sell	1,660 -1,086	-40%	-$39.8K	0.04%	278
2025 Q2	$97.7K	Sell	2,746 -5,057	-65%	-$169K	0.07%	204
2025 Q1	$259K	Buy	7,803 +15	+0.2%	+$515	0.18%	95
2024 Q4	$263K	Buy	+7,788	New	+$269K	0.18%	98

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

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

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

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

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Millstone Evans Group's DUHP Position: Q2 2026 in Review

Millstone Evans Group increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 4.2% in Q2 2026, buying an estimated $3.03K and bringing the position to 1,877 shares worth $78.3K. The position accounts for 0.04% of the portfolio, ranked #267.

Millstone Evans Group first reported a position in DUHP in Q4 2024 and has held it in 7 quarters since. The position peaked at $263K in Q4 2024. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

Millstone Evans Group held 1,877 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $78.3K as of Q2 2026.
Millstone Evans Group bought 76 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2026, an estimated $3.03K.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.04% of Millstone Evans Group's portfolio in Q2 2026, its #267 holding.
Millstone Evans Group 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.
Millstone Evans Group's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $263K 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 Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.