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

Wealthstream 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
2025 Q3	$41.6M	Buy	1,100,984 +40,321	+4%	+$1.48M	6.29%	4
2025 Q2	$37.7M	Buy	1,060,663 +27,621	+3%	+$922K	6.27%	4
2025 Q1	$34.2M	Buy	1,033,042 +35,237	+4%	+$1.21M	6.41%	4
2024 Q4	$33.7M	Buy	997,805 +86,110	+9%	+$2.98M	6.23%	5
2024 Q3	$31.1M	Buy	+911,695	New	+$29.9M	5.65%	6

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

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Wealthstream Advisors's DUHP Position: Q3 2025 in Review

Wealthstream Advisors increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 3.8% in Q3 2025, buying an estimated $1.48M and bringing the position to 1,100,984 shares worth $41.6M. The position accounts for 6.29% of the portfolio, ranked #4.

Wealthstream Advisors first reported a position in DUHP in Q3 2024 and has held it in 5 quarters since. 451 funds tracked by Wall St. Rank hold DUHP as of Q3 2025.

Wealthstream Advisors held 1,100,984 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $41.6M as of Q3 2025.
Wealthstream Advisors bought 40,321 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q3 2025, an estimated $1.48M.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 6.29% of Wealthstream Advisors's portfolio in Q3 2025, its #4 holding.
Wealthstream Advisors first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q3 2024 and has held it in 5 quarters since.
451 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.