Abel Hall LLC’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

Abel Hall LLC’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 Q3	$12.2M	Sell	291,738 -2,114	-0.7%	-$88.7K	2.2%	7
2026 Q2	$12.3M	Buy	293,852 +2,900	+1%	+$116K	2.12%	5
2026 Q1	$10.7M	Buy	290,952 +8,137	+3%	+$312K	2.28%	5
2025 Q4	$10.8M	Sell	282,815 -54	-0%	-$2.04K	2.51%	4
2025 Q3	$10.7M	Buy	282,869 +17,253	+6%	+$633K	4.31%	3
2025 Q2	$9.45M	Sell	265,616 -1,822	-0.7%	-$60.8K	4.37%	3
2025 Q1	$8.86M	Buy	267,438 +8,692	+3%	+$299K	5.35%	3
2024 Q4	$8.74M	Sell	258,746 -1,113	-0.4%	-$38.5K	5.57%	3
2024 Q3	$8.85M	Buy	259,859 +152	+0.1%	+$4.98K	5.8%	3
2024 Q2	$8.31M	Buy	259,707 +14,622	+6%	+$455K	5.88%	3
2024 Q1	$7.75M	Buy	245,085 +916	+0.4%	+$27.5K	5.8%	3
2023 Q4	$6.99M	Buy	+244,169	New	+$6.53M	5.96%	3

Other funds holding DUHP

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return

Retirement Solution Redmond, Washington $454M AUM 17.66% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return

Abel Hall LLC's DUHP Position: Q3 2026 in Review

Abel Hall LLC reduced its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 0.72% in Q3 2026, selling an estimated $88.7K and leaving 291,738 shares worth $12.2M. The position accounts for 2.2% of the portfolio, ranked #7.

Abel Hall LLC first reported a position in DUHP in Q4 2023 and has held it in 12 quarters since. The position peaked at $12.3M in Q2 2026. 131 funds tracked by Wall St. Rank hold DUHP as of Q3 2026.

Abel Hall LLC held 291,738 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $12.2M as of Q3 2026.
Abel Hall LLC sold 2,114 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q3 2026, an estimated $88.7K.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 2.2% of Abel Hall LLC's portfolio in Q3 2026, its #7 holding.
Abel Hall LLC first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q4 2023 and has held it in 12 quarters since.
Abel Hall LLC's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $12.3M in Q2 2026.
131 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q3 2026.

Based on Abel Hall LLC's 13F filing for Q3 2026, filed 19 Oct 2026.