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

REDW 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 		$6.36M Sell
152,395
-34,229
-18% -$1.37M 2.28% 13
2026
Q1 		$6.86M Sell
186,624
-57,272
-23% -$2.2M 2.74% 11
2025
Q4 		$9.28M Sell
243,896
-1,079
-0.4% -$40.9K 3.54% 8
2025
Q3 		$9.25M Sell
244,975
-22,650
-8% -$830K 3.5% 8
2025
Q2 		$9.52M Sell
267,625
-11,317
-4% -$378K 3.79% 8
2025
Q1 		$9.24M Sell
278,942
-29,452
-10% -$1.01M 3.44% 8
2024
Q4 		$10.4M Sell
308,394
-66,611
-18% -$2.3M 3.62% 8
2024
Q3 		$12.8M Sell
375,005
-15,780
-4% -$517K 3.27% 7
2024
Q2 		$12.5M Buy
390,785
+27,348
+8% +$850K 3.28% 7
2024
Q1 		$11.5M Buy
363,437
+38,715
+12% +$1.16M 3.1% 6
2023
Q4 		$9.29M Buy
324,722
+25,187
+8% +$674K 2.66% 10
2023
Q3 		$7.7M Buy
299,535
+56,289
+23% +$1.5M 2.37% 11
2023
Q2 		$6.46M Buy
243,246
+52,608
+28% +$1.33M 1.93% 15
2023
Q1 		$4.79M Sell
190,638
-101,149
-35% -$2.5M 1.52% 16
2022
Q4 		$7.01M Buy
291,787
+39,188
+16% +$929K 2.42% 12
2022
Q3 		$5.39M Buy
252,599
+25,074
+11% +$593K 2.07% 12
2022
Q2 		$5.12M Buy
227,525
+80,373
+55% +$1.96M 1.88% 13
2022
Q1 		$3.88M Buy
+147,152
New +$3.77M 1.15% 16

Other funds holding DUHP

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Focus Partners Wealth
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AC
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
AF
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
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

REDW Wealth's DUHP Position: Q2 2026 in Review

REDW Wealth reduced its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 18% in Q2 2026, selling an estimated $1.37M and leaving 152,395 shares worth $6.36M. The position accounts for 2.28% of the portfolio, ranked #13.

REDW Wealth first reported a position in DUHP in Q1 2022 and has held it in 18 quarters since. The position peaked at $12.8M in Q3 2024. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • REDW Wealth held 152,395 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $6.36M as of Q2 2026.
  • REDW Wealth sold 34,229 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2026, an estimated $1.37M.
  • U.S. High Relative Profitability Portfolio ETF Class Shares made up 2.28% of REDW Wealth's portfolio in Q2 2026, its #13 holding.
  • REDW Wealth first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q1 2022 and has held it in 18 quarters since.
  • REDW Wealth's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $12.8M in Q3 2024.
  • 561 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q2 2026.

Based on REDW Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.