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

Virtue Capital 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
Q2 		– Sell
-21,732
Closed -$720K – 313
2025
Q1 		$720K Buy
+21,732
New +$747K 0.08% 198

Other funds holding DUHP

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Virtue Capital Management's DUHP Position: Q2 2025 in Review

Virtue Capital Management sold out of U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) in Q2 2025, closing a stake of 21,732 shares — an estimated $720K sold.

Virtue Capital Management first reported a position in DUHP in Q1 2025 and held it in 1 quarter. The position peaked at $720K in Q1 2025. 435 funds tracked by Wall St. Rank hold DUHP as of Q2 2025.

  • Virtue Capital Management reported no remaining U.S. High Relative Profitability Portfolio ETF Class Shares position as of Q2 2025 after selling out during the quarter.
  • Virtue Capital Management sold 21,732 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2025, an estimated $720K.
  • Virtue Capital Management first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q1 2025 and held it in 1 quarter.
  • Virtue Capital Management's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $720K in Q1 2025.
  • 435 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q2 2025.

Based on Virtue Capital Management's 13F filing for Q2 2025, filed 13 Aug 2025.