AlphaCore Capital’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

AlphaCore Capital’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	$548K	Buy	13,078 +1,477	+13%	+$61.9K	0.01%	768
2026 Q2	$484K	Hold	11,601	–	–	0.01%	698
2026 Q1	$426K	Sell	11,601 -100	-0.9%	-$3.84K	0.01%	593
2025 Q4	$445K	Hold	11,701	–	–	0.01%	649
2025 Q3	$442K	Sell	11,701 -5,864	-33%	-$215K	0.01%	483
2025 Q2	$625K	Buy	17,565 +6,198	+55%	+$207K	0.02%	342
2025 Q1	$377K	Buy	+11,367	New	+$391K	0.03%	322

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

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 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

RW Investment Management Eagle, Idaho $1.13B AUM

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

AlphaCore Capital's DUHP Position: Q3 2026 in Review

AlphaCore Capital increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 13% in Q3 2026, buying an estimated $61.9K and bringing the position to 13,078 shares worth $548K. The position accounts for 0.01% of the portfolio, ranked #768.

AlphaCore Capital first reported a position in DUHP in Q1 2025 and has held it in 7 quarters since. The position peaked at $625K in Q2 2025. 246 funds tracked by Wall St. Rank hold DUHP as of Q3 2026.

AlphaCore Capital held 13,078 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $548K as of Q3 2026.
AlphaCore Capital bought 1,477 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q3 2026, an estimated $61.9K.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.01% of AlphaCore Capital's portfolio in Q3 2026, its #768 holding.
AlphaCore Capital first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q1 2025 and has held it in 7 quarters since.
AlphaCore Capital's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $625K in Q2 2025.
246 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q3 2026.

Based on AlphaCore Capital's 13F filing for Q3 2026, filed 4 Nov 2026.