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

AWM 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	$567K	Buy	13,518 +26	+0.2%	+$1.09K	0.04%	79
2026 Q2	$563K	Buy	13,492 +32	+0.2%	+$1.28K	0.05%	77
2026 Q1	$495K	Buy	13,460 +35	+0.3%	+$1.34K	0.04%	81
2025 Q4	$511K	Buy	13,425 +30	+0.2%	+$1.14K	0.05%	73
2025 Q3	$506K	Buy	13,395 +37	+0.3%	+$1.36K	0.05%	70
2025 Q2	$475K	Sell	13,358 -20	-0.1%	-$668	0.05%	70
2025 Q1	$443K	Hold	13,378	–	–	0.05%	69
2024 Q4	$452K	Hold	13,378	–	–	0.06%	65
2024 Q3	$456K	Buy	13,378 +20	+0.1%	+$655	0.06%	64
2024 Q2	$427K	Hold	13,358	–	–	0.07%	60
2024 Q1	$422K	Hold	13,358	–	–	0.07%	61
2023 Q4	$382K	Hold	13,358	–	–	0.07%	62
2023 Q3	$343K	Buy	13,358 +64	+0.5%	+$1.71K	0.07%	64
2023 Q2	$353K	Buy	13,294 +47	+0.4%	+$1.19K	0.09%	55
2023 Q1	$333K	Buy	+13,247	New	+$328K	0.09%	62

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

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

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

AWM Capital's DUHP Position: Q3 2026 in Review

AWM Capital increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 0.19% in Q3 2026, buying an estimated $1.09K and bringing the position to 13,518 shares worth $567K. The position accounts for 0.04% of the portfolio, ranked #79.

AWM Capital first reported a position in DUHP in Q1 2023 and has held it in 15 quarters since. 288 funds tracked by Wall St. Rank hold DUHP as of Q3 2026.

AWM Capital held 13,518 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $567K as of Q3 2026.
AWM Capital bought 26 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q3 2026, an estimated $1.09K.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.04% of AWM Capital's portfolio in Q3 2026, its #79 holding.
AWM Capital first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q1 2023 and has held it in 15 quarters since.
288 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q3 2026.

Based on AWM Capital's 13F filing for Q3 2026, filed 16 Oct 2026.