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

MilWealth 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
2025
Q1 		– Sell
-798
Closed -$27K – 74
2024
Q4 		$27K Buy
+798
New +$27.6K 0.01% 66

Other funds holding DUHP

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
AP
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
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

MilWealth Group's DUHP Position: Q1 2025 in Review

MilWealth Group sold out of U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) in Q1 2025, closing a stake of 798 shares — an estimated $27K sold.

MilWealth Group first reported a position in DUHP in Q4 2024 and held it in 1 quarter. The position peaked at $27K in Q4 2024. 395 funds tracked by Wall St. Rank hold DUHP as of Q1 2025.

  • MilWealth Group reported no remaining U.S. High Relative Profitability Portfolio ETF Class Shares position as of Q1 2025 after selling out during the quarter.
  • MilWealth Group sold 798 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q1 2025, an estimated $27K.
  • MilWealth Group first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q4 2024 and held it in 1 quarter.
  • MilWealth Group's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $27K in Q4 2024.
  • 395 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q1 2025.

Based on MilWealth Group's 13F filing for Q1 2025, filed 1 May 2025.