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

Spire Wealth Management’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	–	Sell	-1,650	Closed	-$60.7K	–	2269
2026 Q1	$60.7K	Sell	1,650 -12,150	-88%	-$466K	﹤0.01%	1114
2025 Q4	$525K	Hold	13,800	–	–	0.02%	534
2025 Q3	$521K	Sell	13,800 -153	-1%	-$5.61K	0.02%	518
2025 Q2	$496K	Hold	13,953	–	–	0.02%	508
2025 Q1	$462K	Buy	+13,953	New	+$479K	0.01%	581
2024 Q3	–	Sell	-16,587	Closed	-$531K	–	2194
2024 Q2	$531K	Buy	16,587 +285	+2%	+$8.86K	0.02%	475
2024 Q1	$515K	Buy	16,302 +229	+1%	+$6.87K	0.01%	506
2023 Q4	$467K	Buy	16,073 +8,708	+118%	+$233K	0.02%	531
2023 Q3	$189K	Buy	7,365 +1,680	+30%	+$44.9K	0.01%	725
2023 Q2	$151K	Buy	5,685 +78	+1%	+$1.97K	0.01%	818
2023 Q1	$141K	Buy	5,607 +4,938	+738%	+$122K	0.01%	850
2022 Q4	$16K	Buy	+669	New	+$15.9K	﹤0.01%	1452

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

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 Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Spire Wealth Management's DUHP Position: Q2 2026 in Review

Spire Wealth Management sold out of U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) in Q2 2026, closing a stake of 1,650 shares — an estimated $60.7K sold.

Spire Wealth Management first reported a position in DUHP in Q4 2022 and held it in 12 quarters. The position peaked at $531K in Q2 2024. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

Spire Wealth Management reported no remaining U.S. High Relative Profitability Portfolio ETF Class Shares position as of Q2 2026 after selling out during the quarter.
Spire Wealth Management sold 1,650 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2026, an estimated $60.7K.
Spire Wealth Management first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q4 2022 and held it in 12 quarters.
Spire Wealth Management's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $531K 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 Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.