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

Summit Wealth Partners’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 		$807K Sell
19,343
-470
-2% -$18.7K 0.12% 130
2026
Q1 		$728K Sell
19,813
-2,042
-9% -$78.3K 0.12% 127
2025
Q4 		$831K Buy
21,855
+923
+4% +$35K 0.15% 90
2025
Q3 		$791K Buy
20,932
+2,316
+12% +$84.9K 0.14% 97
2025
Q2 		$662K Buy
18,616
+6,165
+50% +$206K 0.13% 111
2025
Q1 		$413K Buy
12,451
+588
+5% +$20.2K 0.08% 143
2024
Q4 		$401K Sell
11,863
-3,829
-24% -$132K 0.08% 140
2024
Q3 		$535K Buy
15,692
+911
+6% +$29.8K 0.1% 135
2024
Q2 		$473K Buy
14,781
+1,621
+12% +$50.4K 0.1% 138
2024
Q1 		$416K Hold
13,160
– – 0.09% 142
2023
Q4 		$377K Buy
13,160
+2,412
+22% +$64.5K 0.09% 139
2023
Q3 		$276K Buy
+10,748
New +$287K 0.07% 154

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

Summit Wealth Partners's DUHP Position: Q2 2026 in Review

Summit Wealth Partners reduced its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 2.4% in Q2 2026, selling an estimated $18.7K and leaving 19,343 shares worth $807K. The position accounts for 0.12% of the portfolio, ranked #130.

Summit Wealth Partners first reported a position in DUHP in Q3 2023 and has held it in 12 quarters since. The position peaked at $831K in Q4 2025. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Summit Wealth Partners held 19,343 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $807K as of Q2 2026.
  • Summit Wealth Partners sold 470 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2026, an estimated $18.7K.
  • U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.12% of Summit Wealth Partners's portfolio in Q2 2026, its #130 holding.
  • Summit Wealth Partners first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q3 2023 and has held it in 12 quarters since.
  • Summit Wealth Partners's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $831K in Q4 2025.
  • 561 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.