Wealthspire Advisors (New York)’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

Wealthspire Advisors (New York)’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	$7.78M	Buy	186,377 +110,504	+146%	+$4.41M	0.04%	203
2026 Q1	$2.79M	Sell	75,873 -18,666	-20%	-$716K	0.02%	235
2025 Q4	$3.6M	Sell	94,539 -23,560	-20%	-$892K	0.03%	198
2025 Q3	$4.46M	Sell	118,099 -54,109	-31%	-$1.98M	0.02%	174
2025 Q2	$6.12M	Sell	172,208 -12,596	-7%	-$421K	0.03%	144
2025 Q1	$6.12M	Sell	184,804 -1,022	-0.5%	-$35.1K	0.04%	147
2024 Q4	$6.28M	Sell	185,826 -191,560	-51%	-$6.63M	0.06%	132
2024 Q3	$12.9M	Buy	+377,386	New	+$12.4M	0.13%	82

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

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 Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Wealthspire Advisors (New York)'s DUHP Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 146% in Q2 2026, buying an estimated $4.41M and bringing the position to 186,377 shares worth $7.78M. The position accounts for 0.04% of the portfolio, ranked #203.

Wealthspire Advisors (New York) first reported a position in DUHP in Q3 2024 and has held it in 8 quarters since. The position peaked at $12.9M in Q3 2024. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

Wealthspire Advisors (New York) held 186,377 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $7.78M as of Q2 2026.
Wealthspire Advisors (New York) bought 110,504 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2026, an estimated $4.41M.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.04% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #203 holding.
Wealthspire Advisors (New York) first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q3 2024 and has held it in 8 quarters since.
Wealthspire Advisors (New York)'s U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $12.9M in Q3 2024.
561 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.