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Raymond James Financial Services Advisors’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

Raymond James Financial Services Advisors’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
Q3 		$39.3M Buy
1,152,422
+71,490
+7% +$2.34M 0.05% 333
2024
Q2 		$34.6M Buy
1,080,932
+71,521
+7% +$2.22M 0.05% 353
2024
Q1 		$31.9M Buy
1,009,411
+76,486
+8% +$2.29M 0.05% 360
2023
Q4 		$26.7M Buy
932,925
+489,957
+111% +$13.1M 0.04% 396
2023
Q3 		$11.4M Buy
+442,968
New +$11.8M 0.02% 653

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
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
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Raymond James Financial Services Advisors's DUHP Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 6.6% in Q3 2024, buying an estimated $2.34M and bringing the position to 1,152,422 shares worth $39.3M. The position accounts for 0.05% of the portfolio, ranked #333.

Raymond James Financial Services Advisors first reported a position in DUHP in Q3 2023 and has held it in 5 quarters since. 316 funds tracked by Wall St. Rank hold DUHP as of Q3 2024.

  • Raymond James Financial Services Advisors held 1,152,422 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $39.3M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 71,490 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q3 2024, an estimated $2.34M.
  • U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.05% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #333 holding.
  • Raymond James Financial Services Advisors first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q3 2023 and has held it in 5 quarters since.
  • 316 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.