Bedel Financial Consulting’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

Bedel Financial Consulting’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	$619K	Buy	14,841 +24	+0.2%	+$957	0.06%	155
2026 Q1	$545K	Buy	14,817 +9,148	+161%	+$351K	0.06%	161
2025 Q4	$216K	Buy	5,669 +3	+0.1%	+$114	0.02%	271
2025 Q3	$214K	Buy	5,666 +3	+0.1%	+$110	0.03%	268
2025 Q2	$201K	Buy	+5,663	New	+$189K	0.03%	267

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

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

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

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

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Bedel Financial Consulting's DUHP Position: Q2 2026 in Review

Bedel Financial Consulting increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 0.16% in Q2 2026, buying an estimated $957 and bringing the position to 14,841 shares worth $619K. The position accounts for 0.06% of the portfolio, ranked #155.

Bedel Financial Consulting first reported a position in DUHP in Q2 2025 and has held it in 5 quarters since. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

Bedel Financial Consulting held 14,841 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $619K as of Q2 2026.
Bedel Financial Consulting bought 24 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2026, an estimated $957.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.06% of Bedel Financial Consulting's portfolio in Q2 2026, its #155 holding.
Bedel Financial Consulting first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q2 2025 and has held it in 5 quarters since.
561 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.