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

Sabal Trust’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
2025 Q1	$203K	Buy	+6,126	New	+$210K	0.01%	228

Other funds holding DUHP

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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

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

Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return

Sabal Trust's DUHP Position: Q1 2025 in Review

Sabal Trust opened a new position in U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) in Q1 2025: 6,126 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #228 among its holdings.

395 funds tracked by Wall St. Rank hold DUHP as of Q1 2025.

Sabal Trust held 6,126 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $203K as of Q1 2025.
U.S. High Relative Profitability Portfolio ETF Class Shares was a new Sabal Trust position in Q1 2025.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.01% of Sabal Trust's portfolio in Q1 2025, its #228 holding.
395 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q1 2025.

Based on Sabal Trust's 13F filing for Q1 2025, filed 23 Apr 2025.