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

Capstone 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
2026 Q2	$3.34M	Sell	80,157 -1,871	-2%	-$74.6K	2.51%	10
2026 Q1	$3.04M	Buy	82,028 +18	+0%	+$690	2.58%	11
2025 Q4	$3.12M	Buy	+82,010	New	+$3.11M	2.73%	10

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

FFM

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

PFA

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

FPAS

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

TWA

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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Capstone Wealth Management's DUHP Position: Q2 2026 in Review

Capstone Wealth Management reduced its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 2.3% in Q2 2026, selling an estimated $74.6K and leaving 80,157 shares worth $3.34M. The position accounts for 2.51% of the portfolio, ranked #10.

Capstone Wealth Management first reported a position in DUHP in Q4 2025 and has held it in 3 quarters since. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

Capstone Wealth Management held 80,157 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $3.34M as of Q2 2026.
Capstone Wealth Management sold 1,871 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2026, an estimated $74.6K.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 2.51% of Capstone Wealth Management's portfolio in Q2 2026, its #10 holding.
Capstone Wealth Management first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q4 2025 and has held it in 3 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 Capstone Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.