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

Wipfli 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
2022
Q3 		$44K Buy
+2,076
New +$49.1K ﹤0.01% 1141

Other funds holding DUHP

MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 20.8% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
LWM
Liberty Wealth Management Oakland, California $800M AUM 22.73% 1-Year Est. Return
CCM
Carlson Capital Management Northfield, Minnesota $2.29B AUM 7.48% 1-Year Est. Return
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

Wipfli Financial Advisors's DUHP Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) in Q3 2022: 2,076 shares worth $44K. The stake represents ﹤0.01% of the portfolio and ranks #1141 among its holdings.

85 funds tracked by Wall St. Rank hold DUHP as of Q3 2022.

  • Wipfli Financial Advisors held 2,076 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $44K as of Q3 2022.
  • U.S. High Relative Profitability Portfolio ETF Class Shares was a new Wipfli Financial Advisors position in Q3 2022.
  • U.S. High Relative Profitability Portfolio ETF Class Shares made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1141 holding.
  • 85 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.