VWM
DUHP icon

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

Valley Wealth Managers’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
Q4 		– Sell
-572
Closed -$14.7K – 358
2023
Q3 		$14.7K Buy
+572
New +$15.3K ﹤0.01% 272

Other funds holding DUHP

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CAPTRUST Financial Advisors
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

Valley Wealth Managers's DUHP Position: Q4 2023 in Review

Valley Wealth Managers sold out of U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) in Q4 2023, closing a stake of 572 shares — an estimated $14.7K sold.

Valley Wealth Managers first reported a position in DUHP in Q3 2023 and held it in 1 quarter. The position peaked at $14.7K in Q3 2023. 240 funds tracked by Wall St. Rank hold DUHP as of Q4 2023.

  • Valley Wealth Managers reported no remaining U.S. High Relative Profitability Portfolio ETF Class Shares position as of Q4 2023 after selling out during the quarter.
  • Valley Wealth Managers sold 572 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q4 2023, an estimated $14.7K.
  • Valley Wealth Managers first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q3 2023 and held it in 1 quarter.
  • Valley Wealth Managers's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $14.7K in Q3 2023.
  • 240 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q4 2023.

Based on Valley Wealth Managers's 13F filing for Q4 2023, filed 7 Feb 2024.