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

Apella 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	$185M	Buy	4,343,496 +220,093	+5%	+$9.23M	2.34%	6
2026 Q2	$171M	Buy	4,123,403 +231,456	+6%	+$9.23M	2.42%	7
2026 Q1	$153M	Buy	3,891,947 +1,293,705	+50%	+$49.6M	2.28%	7
2025 Q4	$98.8M	Buy	2,598,242 +295,787	+13%	+$11.2M	1.95%	11
2025 Q3	$86.4M	Buy	2,302,455 +400,444	+21%	+$14.7M	1.92%	12
2025 Q2	$68.4M	Buy	1,902,011 +472,692	+33%	+$15.8M	1.85%	14
2025 Q1	$45.5M	Buy	1,429,319 +897,140	+169%	+$30.8M	1.56%	15
2024 Q4	$18M	Buy	532,179 +477,255	+869%	+$16.5M	0.69%	33
2024 Q3	$1.86M	Buy	54,924 +2	+0%	+$66	0.08%	113
2024 Q2	$1.78M	Buy	+54,922	New	+$1.71M	0.08%	106

Other funds holding DUHP

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

MSWMA

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return

DWM

DWR Wealth Management San Jose, California $144M AUM 14.85% 1-Year Est. Return

IDA

Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

OFI

Outbound Financial Inc Boulder, Colorado $157M AUM 8.91% 1-Year Est. Return

CWA

CogentBlue Wealth Advisors Knoxville, Tennessee $108M AUM 22.99% 1-Year Est. Return

Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

TWM

Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return

Apella Capital's DUHP Position: Q3 2026 in Review

Apella Capital increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 5.3% in Q3 2026, buying an estimated $9.23M and bringing the position to 4,343,496 shares worth $185M. The position accounts for 2.34% of the portfolio, ranked #6.

Apella Capital first reported a position in DUHP in Q2 2024 and has held it in 10 quarters since. 11 funds tracked by Wall St. Rank hold DUHP as of Q3 2026.

Apella Capital held 4,343,496 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $185M as of Q3 2026.
Apella Capital bought 220,093 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q3 2026, an estimated $9.23M.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 2.34% of Apella Capital's portfolio in Q3 2026, its #6 holding.
Apella Capital first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q2 2024 and has held it in 10 quarters since.
11 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.