Aprio Wealth Management’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

Aprio Wealth Management’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	$62.2M	Sell	1,484,842 -869,731	-37%	-$36.5M	2.83%	3
2026 Q2	$98.3M	Sell	2,354,573 -101,850	-4%	-$4.06M	4.85%	1
2026 Q1	$90.3M	Sell	2,456,423 -5,982	-0.2%	-$229K	4.93%	1
2025 Q4	$93.6M	Buy	2,462,405 +92,846	+4%	+$3.52M	5.37%	1
2025 Q3	$89.5M	Buy	2,369,559 +28,504	+1%	+$1.05M	8.9%	1
2025 Q2	$83.2M	Sell	2,341,055 -64,991	-3%	-$2.17M	9.39%	1
2025 Q1	$79.7M	Sell	2,406,046 -164,296	-6%	-$5.65M	9.99%	1
2024 Q4	$86.9M	Buy	2,570,342 +195,678	+8%	+$6.77M	12.67%	1
2024 Q3	$80.9M	Buy	2,374,664 +145,701	+7%	+$4.77M	12.94%	1
2024 Q2	$71.3M	Sell	2,228,963 -220,765	-9%	-$6.86M	12.99%	1
2024 Q1	$77.4M	Buy	2,449,728 +518,375	+27%	+$15.5M	15.18%	1
2023 Q4	$55.3M	Buy	1,931,353 +42,351	+2%	+$1.13M	12.34%	1
2023 Q3	$48.5M	Buy	1,889,002 +85,735	+5%	+$2.29M	13.33%	1
2023 Q2	$47.9M	Sell	1,803,267 -4,338	-0.2%	-$109K	13.13%	1
2023 Q1	$45.4M	Buy	1,807,605 +390,877	+28%	+$9.7M	14%	1
2022 Q4	$34M	Buy	1,416,728 +865,333	+157%	+$20.5M	11.96%	2
2022 Q3	$11.8M	Buy	551,395 +489,971	+798%	+$11.6M	4.73%	8
2022 Q2	$1.38M	Buy	+61,424	New	+$1.5M	0.55%	28

Other funds holding DUHP

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

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

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 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

Aprio Wealth Management's DUHP Position: Q3 2026 in Review

Aprio Wealth Management reduced its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 37% in Q3 2026, selling an estimated $36.5M and leaving 1,484,842 shares worth $62.2M. The position accounts for 2.83% of the portfolio, ranked #3.

Aprio Wealth Management first reported a position in DUHP in Q2 2022 and has held it in 18 quarters since. The position peaked at $98.3M in Q2 2026. 383 funds tracked by Wall St. Rank hold DUHP as of Q3 2026.

Aprio Wealth Management held 1,484,842 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $62.2M as of Q3 2026.
Aprio Wealth Management sold 869,731 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q3 2026, an estimated $36.5M.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 2.83% of Aprio Wealth Management's portfolio in Q3 2026, its #3 holding.
Aprio Wealth Management first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q2 2022 and has held it in 18 quarters since.
Aprio Wealth Management's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $98.3M in Q2 2026.
383 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.