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

Benchmark 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
2025 Q2	$973K	Buy	27,372 +6,443	+31%	+$215K	0.43%	30
2025 Q1	$694K	Buy	+20,929	New	+$719K	0.34%	33

Other funds holding DUHP

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Benchmark Wealth Management's DUHP Position: Q2 2025 in Review

Benchmark Wealth Management increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 31% in Q2 2025, buying an estimated $215K and bringing the position to 27,372 shares worth $973K. The position accounts for 0.43% of the portfolio, ranked #30.

Benchmark Wealth Management first reported a position in DUHP in Q1 2025 and has held it in 2 quarters since. 435 funds tracked by Wall St. Rank hold DUHP as of Q2 2025.

Benchmark Wealth Management held 27,372 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $973K as of Q2 2025.
Benchmark Wealth Management bought 6,443 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2025, an estimated $215K.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.43% of Benchmark Wealth Management's portfolio in Q2 2025, its #30 holding.
Benchmark Wealth Management first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q1 2025 and has held it in 2 quarters since.
435 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q2 2025.

Based on Benchmark Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.