Boyce & Associates Wealth Consulting’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

Boyce & Associates Wealth 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 Q3	–	Sell	-77,749	Closed	-$3.24M	–	81
2026 Q2	$3.24M	Buy	77,749 +3,131	+4%	+$125K	2.25%	12
2026 Q1	$2.74M	Buy	74,618 +23	+0%	+$882	2.08%	13
2025 Q4	$2.84M	Buy	74,595 +679	+0.9%	+$25.7K	2.38%	10
2025 Q3	$2.79M	Buy	73,916 +3,609	+5%	+$132K	2.28%	11
2025 Q2	$2.5M	Buy	70,307 +3,736	+6%	+$125K	2.28%	10
2025 Q1	$2.21M	Buy	66,571 +12,269	+23%	+$422K	2.21%	11
2024 Q4	$1.83M	Buy	54,302 +5,792	+12%	+$200K	1.86%	13
2024 Q3	$1.65M	Buy	48,510 +3,079	+7%	+$101K	1.72%	11
2024 Q2	$1.45M	Buy	45,431 +9,943	+28%	+$309K	1.71%	11
2024 Q1	$1.12M	Buy	+35,488	New	+$1.06M	1.45%	14

Other funds holding DUHP

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

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

Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return

TWD

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

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

DWS

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

MSWMA

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

PWM

Parkshore Wealth Management Granite Bay, California $394M AUM 11.59% 1-Year Est. Return

LFA

Level Financial Advisors East Amherst, New York $453M AUM 9.9% 1-Year Est. Return

Boyce & Associates Wealth Consulting's DUHP Position: Q3 2026 in Review

Boyce & Associates Wealth Consulting sold out of U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) in Q3 2026, closing a stake of 77,749 shares — an estimated $3.24M sold.

Boyce & Associates Wealth Consulting first reported a position in DUHP in Q1 2024 and held it in 10 quarters. The position peaked at $3.24M in Q2 2026. 30 funds tracked by Wall St. Rank hold DUHP as of Q3 2026.

Boyce & Associates Wealth Consulting reported no remaining U.S. High Relative Profitability Portfolio ETF Class Shares position as of Q3 2026 after selling out during the quarter.
Boyce & Associates Wealth Consulting sold 77,749 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q3 2026, an estimated $3.24M.
Boyce & Associates Wealth Consulting first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q1 2024 and held it in 10 quarters.
Boyce & Associates Wealth Consulting's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $3.24M in Q2 2026.
30 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q3 2026.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q3 2026, filed 14 Oct 2026.