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

ViaWealth’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	$2.47M	Buy	59,085 +2,259	+4%	+$90.1K	1.24%	20
2026 Q1	$2.09M	Sell	56,826 -379	-0.7%	-$14.5K	1.16%	22
2025 Q4	$2.18M	Sell	57,205 -173	-0.3%	-$6.55K	1.22%	18
2025 Q3	$2.17M	Sell	57,378 -226	-0.4%	-$8.29K	1.18%	18
2025 Q2	$2.05M	Sell	57,604 -14,032	-20%	-$469K	1.21%	20
2025 Q1	$2.37M	Sell	71,636 -266	-0.4%	-$9.14K	1.47%	15
2024 Q4	$2.43M	Sell	71,902 -2,871	-4%	-$99.3K	1.47%	16
2024 Q3	$2.55M	Sell	74,773 -3,329	-4%	-$109K	1.48%	15
2024 Q2	$2.5M	Sell	78,102 -4,310	-5%	-$134K	1.55%	16
2024 Q1	$2.61M	Buy	82,412 +9,773	+13%	+$293K	1.63%	14
2023 Q4	$2.08M	Buy	+72,639	New	+$1.94M	1.43%	17

Other funds holding DUHP

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

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

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

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

ViaWealth's DUHP Position: Q2 2026 in Review

ViaWealth increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 4% in Q2 2026, buying an estimated $90.1K and bringing the position to 59,085 shares worth $2.47M. The position accounts for 1.24% of the portfolio, ranked #20.

ViaWealth first reported a position in DUHP in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.61M in Q1 2024. 562 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

ViaWealth held 59,085 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $2.47M as of Q2 2026.
ViaWealth bought 2,259 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2026, an estimated $90.1K.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 1.24% of ViaWealth's portfolio in Q2 2026, its #20 holding.
ViaWealth first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q4 2023 and has held it in 11 quarters since.
ViaWealth's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $2.61M in Q1 2024.
562 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q2 2026.

Based on ViaWealth's 13F filing for Q2 2026, filed 11 Aug 2026.