American Investment Services’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

American Investment Services’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	$1.52M	Sell	36,357 -274	-0.7%	-$10.9K	0.32%	61
2026 Q1	$1.35M	Sell	36,631 -966	-3%	-$37K	0.3%	59
2025 Q4	$1.43M	Sell	37,597 -6,859	-15%	-$260K	0.33%	59
2025 Q3	$1.68M	Sell	44,456 -2,102	-5%	-$77.1K	0.4%	50
2025 Q2	$1.66M	Buy	46,558 +190	+0.4%	+$6.34K	0.42%	53
2025 Q1	$1.54M	Hold	46,368	–	–	0.27%	67
2024 Q4	$1.57M	Hold	46,368	–	–	0.28%	65
2024 Q3	$1.58M	Sell	46,368 -2,304	-5%	-$75.5K	0.26%	64
2024 Q2	$1.56M	Sell	48,672 -6,379	-12%	-$198K	0.28%	66
2024 Q1	$1.74M	Buy	55,051 +3,829	+7%	+$115K	0.31%	63
2023 Q4	$1.47M	Buy	51,222 +126	+0.2%	+$3.37K	0.28%	64
2023 Q3	$1.31M	Buy	51,096 +16,698	+49%	+$446K	0.28%	63
2023 Q2	$913K	Buy	34,398 +2,634	+8%	+$66.5K	0.19%	75
2023 Q1	$763K	Hold	31,764	–	–	0.16%	85
2022 Q4	$763K	Buy	+31,764	New	+$753K	0.16%	85

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

American Investment Services's DUHP Position: Q2 2026 in Review

American Investment Services reduced its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 0.75% in Q2 2026, selling an estimated $10.9K and leaving 36,357 shares worth $1.52M. The position accounts for 0.32% of the portfolio, ranked #61.

American Investment Services first reported a position in DUHP in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.74M in Q1 2024. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

American Investment Services held 36,357 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $1.52M as of Q2 2026.
American Investment Services sold 274 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2026, an estimated $10.9K.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.32% of American Investment Services's portfolio in Q2 2026, its #61 holding.
American Investment Services first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q4 2022 and has held it in 15 quarters since.
American Investment Services's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $1.74M in Q1 2024.
561 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q2 2026.

Based on American Investment Services's 13F filing for Q2 2026, filed 12 Aug 2026.