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

SageView Advisory 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
2026 Q2	$1.98M	Sell	47,358 -2,521	-5%	-$101K	0.06%	155
2026 Q1	$1.83M	Sell	49,879 -2,329	-4%	-$89.3K	0.07%	146
2025 Q4	$1.99M	Sell	52,208 -887	-2%	-$33.6K	0.07%	149
2025 Q3	$2.01M	Sell	53,095 -245	-0.5%	-$8.98K	0.07%	153
2025 Q2	$1.95M	Sell	53,340 -1,141	-2%	-$38.1K	0.07%	139
2025 Q1	$1.81M	Sell	54,481 -684	-1%	-$23.5K	0.08%	137
2024 Q4	$1.86M	Sell	55,165 -1,403	-2%	-$48.5K	0.08%	129
2024 Q3	$1.93M	Sell	56,568 -700	-1%	-$22.9K	0.1%	116
2024 Q2	$1.83M	Sell	57,268 -646	-1%	-$20.1K	0.09%	133
2024 Q1	$1.83M	Sell	57,914 -1,739	-3%	-$52.1K	0.09%	120
2023 Q4	$1.76M	Sell	59,653 -991	-2%	-$26.5K	0.08%	162
2023 Q3	$1.56M	Buy	60,644 +316	+0.5%	+$8.45K	0.09%	136
2023 Q2	$1.6M	Sell	60,328 -39	-0.1%	-$984	0.09%	143
2023 Q1	$1.52M	Buy	60,367 +1,869	+3%	+$46.2K	0.1%	139
2022 Q4	$1.4M	Buy	+58,498	New	+$1.39M	0.11%	126

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

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

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

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

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

SageView Advisory Group's DUHP Position: Q2 2026 in Review

SageView Advisory Group reduced its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 5.1% in Q2 2026, selling an estimated $101K and leaving 47,358 shares worth $1.98M. The position accounts for 0.06% of the portfolio, ranked #155.

SageView Advisory Group first reported a position in DUHP in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.01M in Q3 2025. 562 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

SageView Advisory Group held 47,358 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $1.98M as of Q2 2026.
SageView Advisory Group sold 2,521 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2026, an estimated $101K.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.06% of SageView Advisory Group's portfolio in Q2 2026, its #155 holding.
SageView Advisory Group first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q4 2022 and has held it in 15 quarters since.
SageView Advisory Group's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $2.01M in Q3 2025.
562 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.