NewEdge Advisors
DUHP icon

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

NewEdge 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
2026
Q2 		$20.8M Buy
499,261
+19,180
+4% +$765K 0.06% 293
2026
Q1 		$17.6M Sell
480,081
-50,703
-10% -$1.94M 0.06% 297
2025
Q4 		$20.2M Sell
530,784
-199,892
-27% -$7.57M 0.07% 248
2025
Q3 		$27.6M Sell
730,676
-64,560
-8% -$2.37M 0.13% 161
2025
Q2 		$28.3M Sell
795,236
-110,457
-12% -$3.69M 0.15% 138
2025
Q1 		$30M Buy
905,693
+11,274
+1% +$387K 0.18% 116
2024
Q4 		$30.2M Sell
894,419
-637
-0.1% -$22K 0.18% 118
2024
Q3 		$30.5M Buy
895,056
+374,817
+72% +$12.3M 0.2% 114
2024
Q2 		$16.6M Buy
520,239
+9,837
+2% +$306K 0.12% 174
2024
Q1 		$16.1M Buy
510,402
+71,753
+16% +$2.15M 0.14% 157
2023
Q4 		$12.8M Buy
438,649
+267,753
+157% +$7.16M 0.12% 176
2023
Q3 		$4.39M Buy
170,896
+56,571
+49% +$1.51M 0.05% 354
2023
Q2 		$3.03M Buy
114,325
+23,180
+25% +$585K 0.03% 451
2023
Q1 		$2.29M Buy
91,145
+23,278
+34% +$576K 0.03% 492
2022
Q4 		$1.63M Buy
67,867
+53,102
+360% +$1.26M 0.04% 368
2022
Q3 		$315K Buy
+14,765
New +$349K 0.01% 1180

Other funds holding DUHP

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Pure Financial Advisors
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

NewEdge Advisors's DUHP Position: Q2 2026 in Review

NewEdge Advisors increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 4% in Q2 2026, buying an estimated $765K and bringing the position to 499,261 shares worth $20.8M. The position accounts for 0.06% of the portfolio, ranked #293.

NewEdge Advisors first reported a position in DUHP in Q3 2022 and has held it in 16 quarters since. The position peaked at $30.5M in Q3 2024. 562 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • NewEdge Advisors held 499,261 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $20.8M as of Q2 2026.
  • NewEdge Advisors bought 19,180 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2026, an estimated $765K.
  • U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.06% of NewEdge Advisors's portfolio in Q2 2026, its #293 holding.
  • NewEdge Advisors first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q3 2022 and has held it in 16 quarters since.
  • NewEdge Advisors's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $30.5M in Q3 2024.
  • 562 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.