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

Modera 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	$965K	Buy	23,122 +610	+3%	+$24.3K	0.01%	353
2026 Q1	$828K	Sell	22,512 -58	-0.3%	-$2.22K	0.01%	352
2025 Q4	$858K	Sell	22,570 -6,738	-23%	-$255K	0.01%	353
2025 Q3	$1.11M	Hold	29,308	–	–	0.01%	324
2025 Q2	$1.04M	Hold	29,308	–	–	0.01%	323
2025 Q1	$971K	Buy	29,308 +310	+1%	+$10.7K	0.01%	328
2024 Q4	$980K	Buy	28,998 +21,463	+285%	+$743K	0.01%	331
2024 Q3	$257K	Buy	7,535 +110	+1%	+$3.6K	﹤0.01%	519
2024 Q2	$238K	Hold	7,425	–	–	﹤0.01%	514
2024 Q1	$235K	Buy	+7,425	New	+$223K	﹤0.01%	522

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

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

Modera Wealth Management increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 2.7% in Q2 2026, buying an estimated $24.3K and bringing the position to 23,122 shares worth $965K. The position accounts for 0.01% of the portfolio, ranked #353.

Modera Wealth Management first reported a position in DUHP in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.11M in Q3 2025. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

Modera Wealth Management held 23,122 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $965K as of Q2 2026.
Modera Wealth Management bought 610 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2026, an estimated $24.3K.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #353 holding.
Modera Wealth Management first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q1 2024 and has held it in 10 quarters since.
Modera Wealth Management's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $1.11M in Q3 2025.
561 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.