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

Waterfront Wealth’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	$6.01M	Buy	143,462 +1,104	+0.8%	+$44K	0.93%	25
2026 Q1	$5.23M	Buy	142,358 +38,277	+37%	+$1.47M	0.96%	23
2025 Q4	$4.02M	Sell	104,081 -135	-0.1%	-$5.11K	0.76%	32
2025 Q3	$3.94M	Sell	104,216 -30,797	-23%	-$1.13M	0.81%	29
2025 Q2	$4.8M	Buy	135,013 +3,968	+3%	+$132K	1.08%	20
2025 Q1	$4.34M	Buy	131,045 +420	+0.3%	+$14.4K	1.06%	20
2024 Q4	$4.41M	Buy	130,625 +754	+0.6%	+$26.1K	1.08%	20
2024 Q3	$4.45M	Sell	129,871 -4,927	-4%	-$161K	1.09%	20
2024 Q2	$4.31M	Sell	134,798 -6,148	-4%	-$191K	1.17%	18
2024 Q1	$4.26M	Sell	140,946 -11,768	-8%	-$353K	1.19%	18
2023 Q4	$4.37M	Sell	152,714 -2,025	-1%	-$54.2K	1.29%	19
2023 Q3	$3.93M	Sell	154,739 -11,315	-7%	-$302K	1.29%	19
2023 Q2	$4.53M	Sell	166,054 -49,151	-23%	-$1.24M	1.35%	18
2023 Q1	$5.41M	Buy	+215,205	New	+$5.32M	1.77%	8

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 $2.31B AUM 26.52% 1-Year Est. Return

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

Waterfront Wealth's DUHP Position: Q2 2026 in Review

Waterfront Wealth increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 0.78% in Q2 2026, buying an estimated $44K and bringing the position to 143,462 shares worth $6.01M. The position accounts for 0.93% of the portfolio, ranked #25.

Waterfront Wealth first reported a position in DUHP in Q1 2023 and has held it in 14 quarters since. 562 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

Waterfront Wealth held 143,462 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $6.01M as of Q2 2026.
Waterfront Wealth bought 1,104 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2026, an estimated $44K.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.93% of Waterfront Wealth's portfolio in Q2 2026, its #25 holding.
Waterfront Wealth first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q1 2023 and has held it in 14 quarters since.
562 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q2 2026.

Based on Waterfront Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.