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

Waverly Advisors’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 		$683K Buy
+16,368
New +$653K ﹤0.01% 1035

Other funds holding DUHP

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Waverly Advisors's DUHP Position: Q2 2026 in Review

Waverly Advisors opened a new position in U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) in Q2 2026: 16,368 shares worth $683K. The stake represents ﹤0.01% of the portfolio and ranks #1035 among its holdings.

561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Waverly Advisors held 16,368 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $683K as of Q2 2026.
  • U.S. High Relative Profitability Portfolio ETF Class Shares was a new Waverly Advisors position in Q2 2026.
  • U.S. High Relative Profitability Portfolio ETF Class Shares made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1035 holding.
  • 561 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.