SFS
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Sowell Financial Services’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

Sowell Financial Services’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
2024
Q4 		– Sell
-22,519
Closed -$767K – 528
2024
Q3 		$767K Buy
+22,519
New +$738K 0.04% 386

Other funds holding DUHP

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Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

Sowell Financial Services's DUHP Position: Q4 2024 in Review

Sowell Financial Services sold out of U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) in Q4 2024, closing a stake of 22,519 shares — an estimated $767K sold.

Sowell Financial Services first reported a position in DUHP in Q3 2024 and held it in 1 quarter. The position peaked at $767K in Q3 2024. 382 funds tracked by Wall St. Rank hold DUHP as of Q4 2024.

  • Sowell Financial Services reported no remaining U.S. High Relative Profitability Portfolio ETF Class Shares position as of Q4 2024 after selling out during the quarter.
  • Sowell Financial Services sold 22,519 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q4 2024, an estimated $767K.
  • Sowell Financial Services first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q3 2024 and held it in 1 quarter.
  • Sowell Financial Services's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $767K in Q3 2024.
  • 382 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q4 2024.

Based on Sowell Financial Services's 13F filing for Q4 2024, filed 7 Feb 2025.