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

Cherrydale 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	$2.38M	Buy	57,007 +1,813	+3%	+$72.3K	0.62%	19
2026 Q1	$2.03M	Buy	55,194 +141	+0.3%	+$5.41K	0.63%	20
2025 Q4	$2.09M	Buy	55,053 +450	+0.8%	+$17K	0.64%	21
2025 Q3	$2.06M	Buy	54,603 +2,643	+5%	+$96.9K	0.65%	22
2025 Q2	$1.85M	Buy	51,960 +8,821	+20%	+$295K	0.64%	21
2025 Q1	$1.43M	Buy	43,139 +1,643	+4%	+$56.5K	0.57%	18
2024 Q4	$1.4M	Buy	41,496 +8,774	+27%	+$304K	0.54%	20
2024 Q3	$1.11M	Buy	32,722 +21,294	+186%	+$697K	0.46%	23
2024 Q2	$366K	Sell	11,428 -1,180	-9%	-$36.7K	0.16%	44
2024 Q1	$399K	Sell	12,608 -4,676	-27%	-$140K	0.19%	36
2023 Q4	$495K	Buy	17,284 +313	+2%	+$8.37K	0.26%	31
2023 Q3	$436K	Buy	+16,971	New	+$454K	0.26%	31

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

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

Cherrydale Wealth Management increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 3.3% in Q2 2026, buying an estimated $72.3K and bringing the position to 57,007 shares worth $2.38M. The position accounts for 0.62% of the portfolio, ranked #19.

Cherrydale Wealth Management first reported a position in DUHP in Q3 2023 and has held it in 12 quarters since. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

Cherrydale Wealth Management held 57,007 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $2.38M as of Q2 2026.
Cherrydale Wealth Management bought 1,813 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2026, an estimated $72.3K.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.62% of Cherrydale Wealth Management's portfolio in Q2 2026, its #19 holding.
Cherrydale Wealth Management first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q3 2023 and has held it in 12 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 Cherrydale Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.