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Prosperity Financial Group’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

Prosperity Financial Group’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
2023
Q3 		– Sell
-8,657
Closed -$230K – 122
2023
Q2 		$230K Buy
+8,657
New +$218K 0.2% 107

Other funds holding DUHP

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

Prosperity Financial Group's DUHP Position: Q3 2023 in Review

Prosperity Financial Group sold out of U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) in Q3 2023, closing a stake of 8,657 shares — an estimated $230K sold.

Prosperity Financial Group first reported a position in DUHP in Q2 2023 and held it in 1 quarter. The position peaked at $230K in Q2 2023. 207 funds tracked by Wall St. Rank hold DUHP as of Q3 2023.

  • Prosperity Financial Group reported no remaining U.S. High Relative Profitability Portfolio ETF Class Shares position as of Q3 2023 after selling out during the quarter.
  • Prosperity Financial Group sold 8,657 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q3 2023, an estimated $230K.
  • Prosperity Financial Group first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q2 2023 and held it in 1 quarter.
  • Prosperity Financial Group's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $230K in Q2 2023.
  • 207 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q3 2023.

Based on Prosperity Financial Group's 13F filing for Q3 2023, filed 7 Nov 2023.