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

Sovereign 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
2025
Q3 		– Sell
-7,186
Closed -$256K – 334
2025
Q2 		$256K Buy
+7,186
New +$240K 0.05% 269

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
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Sovereign Financial Group's DUHP Position: Q3 2025 in Review

Sovereign Financial Group sold out of U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) in Q3 2025, closing a stake of 7,186 shares — an estimated $256K sold.

Sovereign Financial Group first reported a position in DUHP in Q2 2025 and held it in 1 quarter. The position peaked at $256K in Q2 2025. 451 funds tracked by Wall St. Rank hold DUHP as of Q3 2025.

  • Sovereign Financial Group reported no remaining U.S. High Relative Profitability Portfolio ETF Class Shares position as of Q3 2025 after selling out during the quarter.
  • Sovereign Financial Group sold 7,186 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q3 2025, an estimated $256K.
  • Sovereign Financial Group first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q2 2025 and held it in 1 quarter.
  • Sovereign Financial Group's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $256K in Q2 2025.
  • 451 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q3 2025.

Based on Sovereign Financial Group's 13F filing for Q3 2025, filed 17 Oct 2025.