Stage Harbor Financial’s U.S. Vector Equity Portfolio ETF Class Shares DXUV Stock Holding History

Stage Harbor Financial’s Portfolio DXUV Stock Details DXUV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$6.52M	Buy	97,167 +5,088	+6%	+$349K	3.71%	9
2026 Q2	$6.12M	Buy	92,079 +16,037	+21%	+$1.03M	3.54%	10
2026 Q1	$4.51M	Buy	76,042 +12,167	+19%	+$747K	2.99%	13
2025 Q4	$3.82M	Buy	63,875 +11,496	+22%	+$677K	2.57%	13
2025 Q3	$3.06M	Buy	52,379 +7,003	+15%	+$397K	2.24%	14
2025 Q2	$2.46M	Buy	45,376 +26,677	+143%	+$1.35M	2%	14
2025 Q1	$940K	Buy	18,699 +12,215	+188%	+$647K	0.8%	19
2024 Q4	$343K	Buy	+6,484	New	+$350K	0.3%	37

Other funds holding DXUV

Integrity Advisory Solutions Dallas, Texas $953M AUM 12.91% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Stage Harbor Financial's DXUV Position: Q3 2026 in Review

Stage Harbor Financial increased its U.S. Vector Equity Portfolio ETF Class Shares (DXUV) stake by 5.5% in Q3 2026, buying an estimated $349K and bringing the position to 97,167 shares worth $6.52M. The position accounts for 3.71% of the portfolio, ranked #9.

Stage Harbor Financial first reported a position in DXUV in Q4 2024 and has held it in 8 quarters since. 30 funds tracked by Wall St. Rank hold DXUV as of Q3 2026.

Stage Harbor Financial held 97,167 shares of U.S. Vector Equity Portfolio ETF Class Shares worth $6.52M as of Q3 2026.
Stage Harbor Financial bought 5,088 U.S. Vector Equity Portfolio ETF Class Shares shares in Q3 2026, an estimated $349K.
U.S. Vector Equity Portfolio ETF Class Shares made up 3.71% of Stage Harbor Financial's portfolio in Q3 2026, its #9 holding.
Stage Harbor Financial first reported a position in U.S. Vector Equity Portfolio ETF Class Shares in Q4 2024 and has held it in 8 quarters since.
30 funds tracked by Wall St. Rank held U.S. Vector Equity Portfolio ETF Class Shares as of Q3 2026.

Based on Stage Harbor Financial's 13F filing for Q3 2026, filed 3 Nov 2026.