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

Silver Grove 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
2026
Q2 		$12.1K Sell
289
-3,689
-93% -$147K 0.01% 811
2026
Q1 		$146K Sell
3,978
-19,006
-83% -$729K 0.12% 121
2025
Q4 		$868K Hold
22,984
– – 0.75% 35
2025
Q3 		$868K Buy
+22,984
New +$843K 0.82% 34

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 $3.76B AUM 21.29% 1-Year Est. Return

Silver Grove Financial Group's DUHP Position: Q2 2026 in Review

Silver Grove Financial Group reduced its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 93% in Q2 2026, selling an estimated $147K and leaving 289 shares worth $12.1K. The position accounts for 0.01% of the portfolio, ranked #811.

Silver Grove Financial Group first reported a position in DUHP in Q3 2025 and has held it in 4 quarters since. The position peaked at $868K in Q4 2025. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Silver Grove Financial Group held 289 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $12.1K as of Q2 2026.
  • Silver Grove Financial Group sold 3,689 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2026, an estimated $147K.
  • U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.01% of Silver Grove Financial Group's portfolio in Q2 2026, its #811 holding.
  • Silver Grove Financial Group first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q3 2025 and has held it in 4 quarters since.
  • Silver Grove Financial Group's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $868K in Q4 2025.
  • 561 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q2 2026.

Based on Silver Grove Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.