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

Cherry Tree 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	$6.42M	Buy	153,960 +30,025	+24%	+$1.2M	1.21%	29
2026 Q1	$4.56M	Buy	123,935 +4,357	+4%	+$167K	0.96%	31
2025 Q4	$4.55M	Buy	119,578 +16,151	+16%	+$612K	0.96%	32
2025 Q3	$3.91M	Buy	103,427 +23,992	+30%	+$880K	0.86%	37
2025 Q2	$2.82M	Buy	79,435 +8,899	+13%	+$297K	0.66%	39
2025 Q1	$2.34M	Buy	70,536 +24,329	+53%	+$836K	0.56%	44
2024 Q4	$1.56M	Buy	46,207 +6,414	+16%	+$222K	0.39%	52
2024 Q3	$1.36M	Buy	+39,793	New	+$1.3M	0.32%	60

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 $3.68B AUM 13.84% 1-Year Est. Return

Cherry Tree Wealth Management's DUHP Position: Q2 2026 in Review

Cherry Tree Wealth Management increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 24% in Q2 2026, buying an estimated $1.2M and bringing the position to 153,960 shares worth $6.42M. The position accounts for 1.21% of the portfolio, ranked #29.

Cherry Tree Wealth Management first reported a position in DUHP in Q3 2024 and has held it in 8 quarters since. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

Cherry Tree Wealth Management held 153,960 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $6.42M as of Q2 2026.
Cherry Tree Wealth Management bought 30,025 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2026, an estimated $1.2M.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 1.21% of Cherry Tree Wealth Management's portfolio in Q2 2026, its #29 holding.
Cherry Tree Wealth Management first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q3 2024 and has held it in 8 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 Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.