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

Orion Portfolio Solutions’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 		$1.84M Buy
55,435
+18,809
+51% +$646K 0.02% 749
2024
Q4 		$1.24M Buy
36,626
+3,493
+11% +$121K 0.01% 931
2024
Q3 		$1.13M Sell
33,133
-4,899
-13% -$160K 0.01% 988
2024
Q2 		$1.22M Buy
38,032
+11,266
+42% +$350K 0.01% 893
2024
Q1 		$846K Buy
26,766
+8,753
+49% +$262K 0.01% 1056
2023
Q4 		$513K Buy
18,013
+4,055
+29% +$108K 0.01% 1198
2023
Q3 		$359K Buy
13,958
+293
+2% +$7.83K ﹤0.01% 1313
2023
Q2 		$363K Sell
13,665
-2,724
-17% -$68.7K ﹤0.01% 1337
2023
Q1 		$412K Sell
16,389
-3,663
-18% -$90.6K 0.01% 1207
2022
Q4 		$481K Sell
20,052
-7,475
-27% -$177K 0.02% 507
2022
Q3 		$587K Sell
27,527
-1,031
-4% -$24.4K 0.02% 377
2022
Q2 		$643K Buy
+28,558
New +$696K 0.03% 343

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

Orion Portfolio Solutions's DUHP Position: Q1 2025 in Review

Orion Portfolio Solutions increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 51% in Q1 2025, buying an estimated $646K and bringing the position to 55,435 shares worth $1.84M. The position accounts for 0.02% of the portfolio, ranked #749.

Orion Portfolio Solutions first reported a position in DUHP in Q2 2022 and has held it in 12 quarters since. 395 funds tracked by Wall St. Rank hold DUHP as of Q1 2025.

  • Orion Portfolio Solutions held 55,435 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $1.84M as of Q1 2025.
  • Orion Portfolio Solutions bought 18,809 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q1 2025, an estimated $646K.
  • U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #749 holding.
  • Orion Portfolio Solutions first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q2 2022 and has held it in 12 quarters since.
  • 395 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.