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

Synergy Asset 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
2025 Q1	–	Sell	-1,029	Closed	-$35.1K	–	254
2024 Q4	$35.1K	Buy	+1,029	New	+$35.6K	﹤0.01%	310
2024 Q1	–	Sell	-10,569	Closed	-$302K	–	132
2023 Q4	$302K	Hold	10,569	–	–	0.05%	112
2023 Q3	$272K	Buy	+10,569	New	+$282K	0.05%	106

Other funds holding DUHP

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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 Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Synergy Asset Management's DUHP Position: Q1 2025 in Review

Synergy Asset Management sold out of U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) in Q1 2025, closing a stake of 1,029 shares — an estimated $35.1K sold.

Synergy Asset Management first reported a position in DUHP in Q3 2023 and held it in 3 quarters. The position peaked at $302K in Q4 2023. 395 funds tracked by Wall St. Rank hold DUHP as of Q1 2025.

Synergy Asset Management reported no remaining U.S. High Relative Profitability Portfolio ETF Class Shares position as of Q1 2025 after selling out during the quarter.
Synergy Asset Management sold 1,029 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q1 2025, an estimated $35.1K.
Synergy Asset Management first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q3 2023 and held it in 3 quarters.
Synergy Asset Management's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $302K in Q4 2023.
395 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.