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Wood Tarver Financial Group’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

Wood Tarver Financial Group’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 		– Sell
-2,021
Closed -$71K – 288
2025
Q2 		$71K Sell
2,021
-1,546
-43% -$51.6K 0.02% 255
2025
Q1 		$118K Buy
3,567
+3
+0.1% +$103 0.04% 171
2024
Q4 		$120K Buy
+3,564
New +$123K 0.04% 164

Other funds holding DUHP

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Focus Partners Wealth
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Wood Tarver Financial Group's DUHP Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) in Q3 2025, closing a stake of 2,021 shares — an estimated $71K sold.

Wood Tarver Financial Group first reported a position in DUHP in Q4 2024 and held it in 3 quarters. The position peaked at $120K in Q4 2024. 451 funds tracked by Wall St. Rank hold DUHP as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining U.S. High Relative Profitability Portfolio ETF Class Shares position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 2,021 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q3 2025, an estimated $71K.
  • Wood Tarver Financial Group first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $120K in Q4 2024.
  • 451 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.