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

Pasadena Private 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	$237K	Buy	5,676 +3	+0.1%	+$120	0.03%	220
2026 Q1	$209K	Buy	+5,673	New	+$218K	0.03%	212

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 $7.79B AUM 20.38% 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

Pasadena Private Wealth's DUHP Position: Q2 2026 in Review

Pasadena Private Wealth increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 0.05% in Q2 2026, buying an estimated $120 and bringing the position to 5,676 shares worth $237K. The position accounts for 0.03% of the portfolio, ranked #220.

Pasadena Private Wealth first reported a position in DUHP in Q1 2026 and has held it in 2 quarters since. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

Pasadena Private Wealth held 5,676 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $237K as of Q2 2026.
Pasadena Private Wealth bought 3 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2026, an estimated $120.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.03% of Pasadena Private Wealth's portfolio in Q2 2026, its #220 holding.
Pasadena Private Wealth first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q1 2026 and has held it in 2 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 Pasadena Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.