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

Mutual Advisors’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 Q4	–	Sell	-14,875	Closed	-$382K	–	1026
2023 Q3	$382K	Hold	14,875	–	–	0.01%	701
2023 Q2	$395K	Hold	14,875	–	–	0.02%	716
2023 Q1	$374K	Buy	+14,875	New	+$368K	0.02%	708

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

FFM

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

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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 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

Mutual Advisors's DUHP Position: Q4 2023 in Review

Mutual Advisors sold out of U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) in Q4 2023, closing a stake of 14,875 shares — an estimated $382K sold.

Mutual Advisors first reported a position in DUHP in Q1 2023 and held it in 3 quarters. The position peaked at $395K in Q2 2023. 240 funds tracked by Wall St. Rank hold DUHP as of Q4 2023.

Mutual Advisors reported no remaining U.S. High Relative Profitability Portfolio ETF Class Shares position as of Q4 2023 after selling out during the quarter.
Mutual Advisors sold 14,875 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q4 2023, an estimated $382K.
Mutual Advisors first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q1 2023 and held it in 3 quarters.
Mutual Advisors's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $395K in Q2 2023.
240 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q4 2023.

Based on Mutual Advisors's 13F filing for Q4 2023, filed 12 Jan 2024.