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

West Financial 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
2026 Q2	$10.4K	Hold	250	–	–	﹤0.01%	139
2026 Q1	$9.19K	Hold	250	–	–	﹤0.01%	139
2025 Q4	$9.51K	Hold	250	–	–	﹤0.01%	142
2025 Q3	$9.44K	Sell	250 -613,706	-100%	-$22.5M	﹤0.01%	141
2025 Q2	$21.8M	Buy	613,956 +223,532	+57%	+$7.46M	3.8%	9
2025 Q1	$12.9M	Sell	390,424 -3,422	-0.9%	-$118K	2.46%	12
2024 Q4	$13.3M	Sell	393,846 -5,131	-1%	-$178K	2.57%	11
2024 Q3	$13.6M	Buy	398,977 +6,349	+2%	+$208K	2.62%	10
2024 Q2	$12.6M	Buy	392,628 +13,023	+3%	+$405K	2.61%	8
2024 Q1	$12M	Buy	379,605 +6,876	+2%	+$206K	2.57%	8
2023 Q4	$10.7M	Buy	372,729 +40,736	+12%	+$1.09M	2.43%	8
2023 Q3	$8.53M	Buy	+331,993	New	+$8.87M	2.14%	14

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

West Financial Advisors's DUHP Position: Q2 2026 in Review

West Financial Advisors held its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) position steady in Q2 2026 at 250 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #139.

West Financial Advisors first reported a position in DUHP in Q3 2023 and has held it in 12 quarters since. The position peaked at $21.8M in Q2 2025. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

West Financial Advisors held 250 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $10.4K as of Q2 2026.
West Financial Advisors left its U.S. High Relative Profitability Portfolio ETF Class Shares share count unchanged in Q2 2026.
U.S. High Relative Profitability Portfolio ETF Class Shares made up ﹤0.01% of West Financial Advisors's portfolio in Q2 2026, its #139 holding.
West Financial Advisors first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q3 2023 and has held it in 12 quarters since.
West Financial Advisors's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $21.8M in Q2 2025.
561 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.