Werba Rubin Papier Wealth Management’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

Werba Rubin Papier Wealth Management’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	$497K	Buy	11,918 +22	+0.2%	+$878	0.06%	154
2026 Q1	$437K	Sell	11,896 -3,855	-24%	-$148K	0.06%	153
2025 Q4	$599K	Buy	15,751 +2,912	+23%	+$110K	0.16%	95
2025 Q3	$485K	Buy	12,839 +4,018	+46%	+$147K	0.08%	123
2025 Q2	$314K	Hold	8,821	–	–	0.06%	150
2025 Q1	$292K	Buy	+8,821	New	+$303K	0.06%	134

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

Werba Rubin Papier Wealth Management's DUHP Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 0.18% in Q2 2026, buying an estimated $878 and bringing the position to 11,918 shares worth $497K. The position accounts for 0.06% of the portfolio, ranked #154.

Werba Rubin Papier Wealth Management first reported a position in DUHP in Q1 2025 and has held it in 6 quarters since. The position peaked at $599K in Q4 2025. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

Werba Rubin Papier Wealth Management held 11,918 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $497K as of Q2 2026.
Werba Rubin Papier Wealth Management bought 22 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2026, an estimated $878.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.06% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #154 holding.
Werba Rubin Papier Wealth Management first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q1 2025 and has held it in 6 quarters since.
Werba Rubin Papier Wealth Management's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $599K in Q4 2025.
561 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.