Trail Ridge Investment Advisors’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

Trail Ridge Investment Advisors’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
2023 Q3	–	Sell	-7,922	Closed	-$210K	–	108
2023 Q2	$210K	Buy	+7,922	New	+$200K	0.13%	111

Other funds holding DUHP

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

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

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

AWM

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

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Trail Ridge Investment Advisors's DUHP Position: Q3 2023 in Review

Trail Ridge Investment Advisors sold out of U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) in Q3 2023, closing a stake of 7,922 shares — an estimated $210K sold.

Trail Ridge Investment Advisors first reported a position in DUHP in Q2 2023 and held it in 1 quarter. The position peaked at $210K in Q2 2023. 207 funds tracked by Wall St. Rank hold DUHP as of Q3 2023.

Trail Ridge Investment Advisors reported no remaining U.S. High Relative Profitability Portfolio ETF Class Shares position as of Q3 2023 after selling out during the quarter.
Trail Ridge Investment Advisors sold 7,922 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q3 2023, an estimated $210K.
Trail Ridge Investment Advisors first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q2 2023 and held it in 1 quarter.
Trail Ridge Investment Advisors's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $210K in Q2 2023.
207 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q3 2023.

Based on Trail Ridge Investment Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.