Thrive Wealth Management
DUHP icon

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

Thrive 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
Q3 		$271K Hold
6,468
– – 0.03% 213
2026
Q2 		$270K Hold
6,468
– – 0.03% 207
2026
Q1 		$238K Buy
+6,468
New +$248K 0.04% 207

Other funds holding DUHP

Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fulton Bank
Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return
True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Thrive Wealth Management's DUHP Position: Q3 2026 in Review

Thrive Wealth Management held its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) position steady in Q3 2026 at 6,468 shares worth $271K. The position accounts for 0.03% of the portfolio, ranked #213.

Thrive Wealth Management first reported a position in DUHP in Q1 2026 and has held it in 3 quarters since. 88 funds tracked by Wall St. Rank hold DUHP as of Q3 2026.

  • Thrive Wealth Management held 6,468 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $271K as of Q3 2026.
  • Thrive Wealth Management left its U.S. High Relative Profitability Portfolio ETF Class Shares share count unchanged in Q3 2026.
  • U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.03% of Thrive Wealth Management's portfolio in Q3 2026, its #213 holding.
  • Thrive Wealth Management first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q1 2026 and has held it in 3 quarters since.
  • 88 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q3 2026.

Based on Thrive Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.