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

Wealthspan 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	$895K	Sell	21,456 -1,125	-5%	-$44.9K	0.28%	58
2026 Q1	$830K	Sell	22,581 -803	-3%	-$30.8K	0.29%	60
2025 Q4	$889K	Sell	23,384 -788	-3%	-$29.8K	0.32%	55
2025 Q3	$913K	Hold	24,172	–	–	0.35%	46
2025 Q2	$860K	Buy	24,172 +810	+3%	+$27K	0.36%	48
2025 Q1	$774K	Hold	23,362	–	–	0.36%	48
2024 Q4	$789K	Hold	23,362	–	–	0.38%	48
2024 Q3	$796K	Buy	23,362 +5,922	+34%	+$194K	0.39%	47
2024 Q2	$558K	Buy	17,440 +815	+5%	+$25.3K	0.31%	55
2024 Q1	$526K	Buy	16,625 +1,316	+9%	+$39.5K	0.31%	57
2023 Q4	$438K	Buy	15,309 +3,062	+25%	+$81.9K	0.31%	54
2023 Q3	$315K	Buy	12,247 +185	+2%	+$4.94K	0.25%	63
2023 Q2	$320K	Buy	+12,062	New	+$304K	0.25%	62

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

Wealthspan Partners's DUHP Position: Q2 2026 in Review

Wealthspan Partners reduced its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 5% in Q2 2026, selling an estimated $44.9K and leaving 21,456 shares worth $895K. The position accounts for 0.28% of the portfolio, ranked #58.

Wealthspan Partners first reported a position in DUHP in Q2 2023 and has held it in 13 quarters since. The position peaked at $913K in Q3 2025. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

Wealthspan Partners held 21,456 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $895K as of Q2 2026.
Wealthspan Partners sold 1,125 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2026, an estimated $44.9K.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.28% of Wealthspan Partners's portfolio in Q2 2026, its #58 holding.
Wealthspan Partners first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q2 2023 and has held it in 13 quarters since.
Wealthspan Partners's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $913K in Q3 2025.
561 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q2 2026.

Based on Wealthspan Partners's 13F filing for Q2 2026, filed 6 Aug 2026.