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

Simplicity 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	$2.2M	Sell	52,801 -4,664	-8%	-$186K	0.07%	257
2026 Q1	$2.11M	Sell	57,465 -8,335	-13%	-$320K	0.12%	176
2025 Q4	$2.5M	Buy	65,800 +39	+0.1%	+$1.48K	0.15%	148
2025 Q3	$2.48M	Sell	65,761 -91,487	-58%	-$3.35M	0.14%	154
2025 Q2	$5.59M	Buy	157,248 +74,865	+91%	+$2.5M	0.23%	96
2025 Q1	$2.73M	Buy	+82,383	New	+$2.83M	0.21%	117
2024 Q4	–	Sell	-89,267	Closed	-$3.04M	–	389
2024 Q3	$3.04M	Sell	89,267 -186,595	-68%	-$6.11M	0.28%	82
2024 Q2	$8.82M	Buy	+275,862	New	+$8.58M	0.2%	100

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 $2.31B AUM 26.52% 1-Year Est. Return

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

Simplicity Wealth's DUHP Position: Q2 2026 in Review

Simplicity Wealth reduced its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 8.1% in Q2 2026, selling an estimated $186K and leaving 52,801 shares worth $2.2M. The position accounts for 0.07% of the portfolio, ranked #257.

Simplicity Wealth first reported a position in DUHP in Q2 2024 and has held it in 8 quarters since. The position peaked at $8.82M in Q2 2024. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

Simplicity Wealth held 52,801 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $2.2M as of Q2 2026.
Simplicity Wealth sold 4,664 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2026, an estimated $186K.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.07% of Simplicity Wealth's portfolio in Q2 2026, its #257 holding.
Simplicity Wealth first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q2 2024 and has held it in 8 quarters since.
Simplicity Wealth's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $8.82M in Q2 2024.
561 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.