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

Ponta Wealth Partners’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	$1.93M	Buy	46,293 +16,281	+54%	+$649K	1.03%	19
2026 Q1	$1.1M	Buy	30,012 +4,416	+17%	+$169K	0.89%	25
2025 Q4	$973K	Buy	+25,596	New	+$970K	0.91%	28

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

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

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

FPAS

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

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Ponta Wealth Partners's DUHP Position: Q2 2026 in Review

Ponta Wealth Partners increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 54% in Q2 2026, buying an estimated $649K and bringing the position to 46,293 shares worth $1.93M. The position accounts for 1.03% of the portfolio, ranked #19.

Ponta Wealth Partners first reported a position in DUHP in Q4 2025 and has held it in 3 quarters since. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

Ponta Wealth Partners held 46,293 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $1.93M as of Q2 2026.
Ponta Wealth Partners bought 16,281 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2026, an estimated $649K.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 1.03% of Ponta Wealth Partners's portfolio in Q2 2026, its #19 holding.
Ponta Wealth Partners first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q4 2025 and has held it in 3 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 Ponta Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.