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

Clune & Associates’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	$700K	Sell	16,709 -1,178	-7%	-$49.4K	0.11%	94
2026 Q2	$746K	Buy	17,887 +2	+0%	+$80	0.11%	94
2026 Q1	$657K	Buy	17,885 +2	+0%	+$77	0.12%	105
2025 Q4	$680K	Buy	17,883 +2	+0%	+$76	0.15%	103
2025 Q3	$675K	Buy	17,881 +3	+0%	+$110	0.17%	100
2025 Q2	$636K	Buy	17,878 +3	+0%	+$100	0.17%	97
2025 Q1	$592K	Buy	17,875 +3	+0%	+$103	0.18%	95
2024 Q4	$604K	Buy	+17,872	New	+$618K	0.2%	91

Other funds holding DUHP

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return

Retirement Solution Redmond, Washington $526M AUM 15.98% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 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

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

Clune & Associates's DUHP Position: Q3 2026 in Review

Clune & Associates reduced its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 6.6% in Q3 2026, selling an estimated $49.4K and leaving 16,709 shares worth $700K. The position accounts for 0.11% of the portfolio, ranked #94.

Clune & Associates first reported a position in DUHP in Q4 2024 and has held it in 8 quarters since. The position peaked at $746K in Q2 2026. 100 funds tracked by Wall St. Rank hold DUHP as of Q3 2026.

Clune & Associates held 16,709 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $700K as of Q3 2026.
Clune & Associates sold 1,178 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q3 2026, an estimated $49.4K.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.11% of Clune & Associates's portfolio in Q3 2026, its #94 holding.
Clune & Associates first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q4 2024 and has held it in 8 quarters since.
Clune & Associates's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $746K in Q2 2026.
100 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.