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

Peninsula 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
2024 Q4	$1.26M	Buy	37,150 +615	+2%	+$21.3K	0.21%	45
2024 Q3	$1.27M	Buy	36,535 +261	+0.7%	+$8.55K	0.22%	44
2024 Q2	$1.19M	Sell	36,274 -19,653	-35%	-$611K	0.22%	45
2024 Q1	$1.77M	Buy	55,927 +1,134	+2%	+$34K	0.35%	32
2023 Q4	$1.57M	Sell	54,793 -7,256	-12%	-$194K	0.32%	31
2023 Q3	$1.57M	Sell	62,049 -112,449	-64%	-$3.01M	0.37%	26
2023 Q2	$4.63M	Buy	174,498 +3,059	+2%	+$77.2K	1.21%	15
2023 Q1	$4.31M	Buy	171,439 +10,164	+6%	+$251K	1.24%	15
2022 Q4	$3.87M	Buy	161,275 +77,834	+93%	+$1.85M	1.22%	14
2022 Q3	$1.78M	Buy	83,441 +37,061	+80%	+$877K	0.63%	22
2022 Q2	$1.04M	Buy	+46,380	New	+$1.13M	0.35%	28

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

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

Adero Partners Pleasanton, California $1.53B AUM 5.52% 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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

Peninsula Wealth's DUHP Position: Q4 2024 in Review

Peninsula Wealth increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 1.7% in Q4 2024, buying an estimated $21.3K and bringing the position to 37,150 shares worth $1.26M. The position accounts for 0.21% of the portfolio, ranked #45.

Peninsula Wealth first reported a position in DUHP in Q2 2022 and has held it in 11 quarters since. The position peaked at $4.63M in Q2 2023. 382 funds tracked by Wall St. Rank hold DUHP as of Q4 2024.

Peninsula Wealth held 37,150 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $1.26M as of Q4 2024.
Peninsula Wealth bought 615 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q4 2024, an estimated $21.3K.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.21% of Peninsula Wealth's portfolio in Q4 2024, its #45 holding.
Peninsula Wealth first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q2 2022 and has held it in 11 quarters since.
Peninsula Wealth's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $4.63M in Q2 2023.
382 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q4 2024.

Based on Peninsula Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.