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

Nova R Wealth’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	$609K	Buy	14,605 +34	+0.2%	+$1.36K	0.18%	55
2026 Q1	$536K	Buy	14,571 +37	+0.3%	+$1.42K	0.17%	57
2025 Q4	$553K	Buy	14,534 +33	+0.2%	+$1.25K	0.2%	56
2025 Q3	$548K	Buy	14,501 +41	+0.3%	+$1.5K	0.23%	52
2025 Q2	$514K	Buy	14,460 +47	+0.3%	+$1.57K	0.24%	53
2025 Q1	$478K	Buy	14,413 +35	+0.2%	+$1.2K	0.24%	55
2024 Q4	$486K	Buy	14,378 +42	+0.3%	+$1.45K	0.24%	51
2024 Q3	$488K	Buy	14,336 +4,546	+46%	+$149K	0.24%	50
2024 Q2	$313K	Buy	9,790 +32	+0.3%	+$995	0.16%	63
2024 Q1	$308K	Buy	+9,758	New	+$293K	0.16%	66

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

Nova R Wealth's DUHP Position: Q2 2026 in Review

Nova R Wealth increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 0.23% in Q2 2026, buying an estimated $1.36K and bringing the position to 14,605 shares worth $609K. The position accounts for 0.18% of the portfolio, ranked #55.

Nova R Wealth first reported a position in DUHP in Q1 2024 and has held it in 10 quarters since. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

Nova R Wealth held 14,605 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $609K as of Q2 2026.
Nova R Wealth bought 34 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2026, an estimated $1.36K.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.18% of Nova R Wealth's portfolio in Q2 2026, its #55 holding.
Nova R Wealth 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.
561 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q2 2026.

Based on Nova R Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.