Brady Martz Wealth Solutions’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

Brady Martz Wealth Solutions’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	$15.8M	Buy	379,331 +18,152	+5%	+$724K	2.39%	9
2026 Q1	$13.3M	Buy	361,179 +40,099	+12%	+$1.54M	2.26%	11
2025 Q4	$12.2M	Buy	321,080 +32,107	+11%	+$1.22M	2.15%	11
2025 Q3	$10.9M	Buy	288,973 +20,887	+8%	+$766K	1.98%	12
2025 Q2	$9.53M	Buy	268,086 +100,214	+60%	+$3.35M	1.84%	13
2025 Q1	$5.56M	Buy	167,872 +78,039	+87%	+$2.68M	1.26%	22
2024 Q4	$3.03M	Buy	+89,833	New	+$3.11M	0.73%	33

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

Brady Martz Wealth Solutions's DUHP Position: Q2 2026 in Review

Brady Martz Wealth Solutions increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 5% in Q2 2026, buying an estimated $724K and bringing the position to 379,331 shares worth $15.8M. The position accounts for 2.39% of the portfolio, ranked #9.

Brady Martz Wealth Solutions first reported a position in DUHP in Q4 2024 and has held it in 7 quarters since. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

Brady Martz Wealth Solutions held 379,331 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $15.8M as of Q2 2026.
Brady Martz Wealth Solutions bought 18,152 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2026, an estimated $724K.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 2.39% of Brady Martz Wealth Solutions's portfolio in Q2 2026, its #9 holding.
Brady Martz Wealth Solutions first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q4 2024 and has held it in 7 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 Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.