VAG
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VisionPoint Advisory Group’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

VisionPoint Advisory Group’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
2024
Q3 		– Sell
-109
Closed -$3.49K – 383
2024
Q2 		$3.49K Hold
109
– – ﹤0.01% 597
2024
Q1 		$3.44K Buy
+109
New +$3.27K ﹤0.01% 603

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
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
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

VisionPoint Advisory Group's DUHP Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) in Q3 2024, closing a stake of 109 shares — an estimated $3.49K sold.

VisionPoint Advisory Group first reported a position in DUHP in Q1 2024 and held it in 2 quarters. The position peaked at $3.49K in Q2 2024. 316 funds tracked by Wall St. Rank hold DUHP as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining U.S. High Relative Profitability Portfolio ETF Class Shares position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 109 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q3 2024, an estimated $3.49K.
  • VisionPoint Advisory Group first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q1 2024 and held it in 2 quarters.
  • VisionPoint Advisory Group's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $3.49K in Q2 2024.
  • 316 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.