WealthShield Partners
DUHP icon

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

WealthShield Partners’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 		– Sell
-3,819
Closed -$140K – 441
2026
Q1 		$140K Buy
3,819
+10
+0.3% +$384 0.02% 377
2025
Q4 		$145K Buy
3,809
+8
+0.2% +$303 0.02% 365
2025
Q3 		$144K Buy
3,801
+11
+0.3% +$403 0.02% 365
2025
Q2 		$135K Buy
3,790
+12
+0.3% +$401 0.02% 354
2025
Q1 		$125K Buy
3,778
+9
+0.2% +$309 0.02% 351
2024
Q4 		$127K Sell
3,769
-171
-4% -$5.92K 0.02% 318
2024
Q3 		$134K Buy
3,940
+11
+0.3% +$360 0.02% 324
2024
Q2 		$126K Buy
3,929
+12
+0.3% +$373 0.02% 306
2024
Q1 		$124K Sell
3,917
-923
-19% -$27.7K 0.02% 301
2023
Q4 		$138K Sell
4,840
-352
-7% -$9.42K 0.02% 299
2023
Q3 		$133K Buy
5,192
+18
+0.3% +$481 0.02% 316
2023
Q2 		$137K Buy
5,174
+797
+18% +$20.1K 0.02% 310
2023
Q1 		$110K Buy
+4,377
New +$108K 0.02% 333

Other funds holding DUHP

Mercer Global Advisors
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Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Pure Financial Advisors
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
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

WealthShield Partners's DUHP Position: Q2 2026 in Review

WealthShield Partners sold out of U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) in Q2 2026, closing a stake of 3,819 shares — an estimated $140K sold.

WealthShield Partners first reported a position in DUHP in Q1 2023 and held it in 13 quarters. The position peaked at $145K in Q4 2025. 562 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • WealthShield Partners reported no remaining U.S. High Relative Profitability Portfolio ETF Class Shares position as of Q2 2026 after selling out during the quarter.
  • WealthShield Partners sold 3,819 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2026, an estimated $140K.
  • WealthShield Partners first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q1 2023 and held it in 13 quarters.
  • WealthShield Partners's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $145K in Q4 2025.
  • 562 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.